Kennebec Savings Bank’s Williams Companies WMB Stock Holding History

Kennebec Savings Bank’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	$1.33M	Sell	17,880 -743	-4%	-$54.7K	1.07%	29
2026 Q1	$1.36M	Sell	18,623 -123	-0.7%	-$8.52K	1.22%	26
2025 Q4	$1.13M	Buy	18,746 +628	+3%	+$38K	0.97%	30
2025 Q3	$1.15M	Buy	18,118 +75	+0.4%	+$4.4K	1.05%	29
2025 Q2	$1.13M	Sell	18,043 -951	-5%	-$56.1K	1.11%	26
2025 Q1	$1.14M	Sell	18,994 -1,631	-8%	-$93.4K	1.2%	24
2024 Q4	$1.16M	Sell	20,625 -1,363	-6%	-$73.5K	1.16%	24
2024 Q3	$1M	Buy	+21,988	New	+$967K	0.99%	30

Other funds holding WMB

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

CAI

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

CAM

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return

CNAM

Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Kennebec Savings Bank's WMB Position: Q2 2026 in Review

Kennebec Savings Bank reduced its Williams Companies (WMB) stake by 4% in Q2 2026, selling an estimated $54.7K and leaving 17,880 shares worth $1.33M. The position accounts for 1.07% of the portfolio, ranked #29.

Kennebec Savings Bank first reported a position in WMB in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.36M in Q1 2026. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Kennebec Savings Bank held 17,880 shares of Williams Companies worth $1.33M as of Q2 2026.
Kennebec Savings Bank sold 743 Williams Companies shares in Q2 2026, an estimated $54.7K.
Williams Companies made up 1.07% of Kennebec Savings Bank's portfolio in Q2 2026, its #29 holding.
Kennebec Savings Bank first reported a position in Williams Companies in Q3 2024 and has held it in 8 quarters since.
Kennebec Savings Bank's Williams Companies position peaked at $1.36M in Q1 2026.
514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Kennebec Savings Bank's 13F filing for Q2 2026, filed 13 Jul 2026.