Leavell Investment Management’s Williams Companies WMB Stock Holding History

Leavell 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	$455K	Buy	6,121 +1	+0%	+$74	0.02%	457
2026 Q1	$445K	Buy	6,120 +1	+0%	+$69	0.02%	442
2025 Q4	$368K	Buy	6,119 +894	+17%	+$54.1K	0.02%	465
2025 Q3	$331K	Buy	5,225 +361	+7%	+$21.2K	0.01%	490
2025 Q2	$306K	Buy	4,864 +1	+0%	+$59	0.01%	485
2025 Q1	$291K	Buy	4,863 +1	+0%	+$57	0.01%	470
2024 Q4	$263K	Buy	4,862 +146	+3%	+$7.87K	0.01%	480
2024 Q3	$215K	Buy	4,716 +1	+0%	+$44	0.01%	511
2024 Q2	$200K	Buy	+4,715	New	+$189K	0.01%	495
2022 Q3	–	Sell	-16,679	Closed	-$521K	–	445
2022 Q2	$521K	Hold	16,679	–	–	0.04%	305
2022 Q1	$557K	Sell	16,679 -1,380	-8%	-$42.2K	0.04%	295
2021 Q4	$470K	Hold	18,059	–	–	0.03%	325
2021 Q3	$468K	Hold	18,059	–	–	0.03%	297
2021 Q2	$428K	Hold	18,059	–	–	0.03%	300
2021 Q1	$428K	Hold	18,059	–	–	0.03%	300
2020 Q4	$362K	Sell	18,059 -238	-1%	-$4.83K	0.03%	307
2020 Q3	$360K	Buy	18,297 +500	+3%	+$10.2K	0.03%	295
2020 Q2	$338K	Buy	17,797 +100	+0.6%	+$1.86K	0.03%	297
2020 Q1	$250K	Sell	17,697 -971	-5%	-$18.8K	0.03%	311
2019 Q4	$443K	Sell	18,668 -1,000	-5%	-$22.9K	0.04%	276
2019 Q3	$473K	Buy	19,668 +971	+5%	+$24.5K	0.05%	268
2019 Q2	$524K	Hold	18,697	–	–	0.06%	258
2019 Q1	$537K	Hold	18,697	–	–	0.06%	242
2018 Q4	$412K	Hold	18,697	–	–	0.05%	262
2018 Q3	$508K	Buy	+18,697	New	+$543K	0.05%	255
2015 Q3	–	Sell	-4,335	Closed	-$249K	–	387
2015 Q2	$249K	Buy	4,335 +100	+2%	+$5.15K	0.04%	355
2015 Q1	$214K	Buy	+4,235	New	+$196K	0.03%	377
2014 Q4	–	Sell	-3,900	Closed	-$216K	–	398
2014 Q3	$216K	Hold	3,900	–	–	0.03%	372
2014 Q2	$227K	Buy	+3,900	New	+$181K	0.04%	371

Other funds holding WMB

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 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

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

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

ANRF

Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return

Leavell Investment Management's WMB Position: Q2 2026 in Review

Leavell Investment Management increased its Williams Companies (WMB) stake by 0.02% in Q2 2026, buying an estimated $74 and bringing the position to 6,121 shares worth $455K. The position accounts for 0.02% of the portfolio, ranked #457.

Leavell Investment Management first reported a position in WMB in Q2 2014 and has held it in 29 quarters since. The position peaked at $557K in Q1 2022. 389 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Leavell Investment Management held 6,121 shares of Williams Companies worth $455K as of Q2 2026.
Leavell Investment Management bought 1 Williams Companies share in Q2 2026, an estimated $74.
Williams Companies made up 0.02% of Leavell Investment Management's portfolio in Q2 2026, its #457 holding.
Leavell Investment Management first reported a position in Williams Companies in Q2 2014 and has held it in 29 quarters since.
Leavell Investment Management's Williams Companies position peaked at $557K in Q1 2022.
389 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.