Harbour Trust & Investment Management’s Williams Companies WMB Stock Holding History

Harbour Trust & Investment Management’s Portfolio WMB Stock Details WMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.44M	Buy	113,570 +3,612	+3%	+$266K	0.81%	35
2026 Q1	$8M	Buy	109,958 +87,439	+388%	+$6.05M	0.85%	34
2025 Q4	$1.35M	Hold	22,519	–	–	0.14%	73
2025 Q3	$1.43M	Sell	22,519 -797	-3%	-$46.8K	0.15%	75
2025 Q2	$1.46M	Sell	23,316 -35	-0.1%	-$2.07K	0.16%	74
2025 Q1	$1.4M	Sell	23,351 -1,573	-6%	-$90K	0.17%	77
2024 Q4	$1.35M	Sell	24,924 -370	-1%	-$19.9K	0.15%	79
2024 Q3	$1.15M	Hold	25,294	–	–	0.13%	87
2024 Q2	$1.07M	Buy	25,294 +221	+0.9%	+$8.87K	0.13%	87
2024 Q1	$977K	Buy	25,073 +339	+1%	+$12K	0.12%	92
2023 Q4	$861K	Buy	+24,734	New	+$868K	0.12%	93

Other funds holding WMB

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Harbour Trust & Investment Management's WMB Position: Q2 2026 in Review

Harbour Trust & Investment Management increased its Williams Companies (WMB) stake by 3.3% in Q2 2026, buying an estimated $266K and bringing the position to 113,570 shares worth $8.44M. The position accounts for 0.81% of the portfolio, ranked #35.

Harbour Trust & Investment Management first reported a position in WMB in Q4 2023 and has held it in 11 quarters since. 783 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Harbour Trust & Investment Management held 113,570 shares of Williams Companies worth $8.44M as of Q2 2026.
Harbour Trust & Investment Management bought 3,612 Williams Companies shares in Q2 2026, an estimated $266K.
Williams Companies made up 0.81% of Harbour Trust & Investment Management's portfolio in Q2 2026, its #35 holding.
Harbour Trust & Investment Management first reported a position in Williams Companies in Q4 2023 and has held it in 11 quarters since.
783 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Harbour Trust & Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.