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J. Derek Lewis & Associates’s Williams Companies WMB Stock Holding History

J. Derek Lewis & Associates’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 		$429K Sell
5,776
-378
-6% -$27.8K 0.08% 117
2026
Q1 		$448K Sell
6,154
-244
-4% -$16.9K 0.1% 111
2025
Q4 		$385K Buy
+6,398
New +$387K 0.09% 115

Other funds holding WMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

J. Derek Lewis & Associates's WMB Position: Q2 2026 in Review

J. Derek Lewis & Associates reduced its Williams Companies (WMB) stake by 6.1% in Q2 2026, selling an estimated $27.8K and leaving 5,776 shares worth $429K. The position accounts for 0.08% of the portfolio, ranked #117.

J. Derek Lewis & Associates first reported a position in WMB in Q4 2025 and has held it in 3 quarters since. The position peaked at $448K in Q1 2026. 1,084 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • J. Derek Lewis & Associates held 5,776 shares of Williams Companies worth $429K as of Q2 2026.
  • J. Derek Lewis & Associates sold 378 Williams Companies shares in Q2 2026, an estimated $27.8K.
  • Williams Companies made up 0.08% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #117 holding.
  • J. Derek Lewis & Associates first reported a position in Williams Companies in Q4 2025 and has held it in 3 quarters since.
  • J. Derek Lewis & Associates's Williams Companies position peaked at $448K in Q1 2026.
  • 1,084 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.