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Lee, Danner & Bass’s Williams Companies WMB Stock Holding History

Lee, Danner & Bass’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 		$225K Hold
3,023
– – 0.01% 235
2026
Q1 		$220K Buy
+3,023
New +$209K 0.01% 234
2025
Q1 		– Sell
-3,023
Closed -$164K – 706
2024
Q4 		$164K Buy
+3,023
New +$163K 0.01% 237

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Ninety One (UK)
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

Lee, Danner & Bass's WMB Position: Q2 2026 in Review

Lee, Danner & Bass held its Williams Companies (WMB) position steady in Q2 2026 at 3,023 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #235.

Lee, Danner & Bass first reported a position in WMB in Q4 2024 and has held it in 3 quarters since. 693 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Lee, Danner & Bass held 3,023 shares of Williams Companies worth $225K as of Q2 2026.
  • Lee, Danner & Bass left its Williams Companies share count unchanged in Q2 2026.
  • Williams Companies made up 0.01% of Lee, Danner & Bass's portfolio in Q2 2026, its #235 holding.
  • Lee, Danner & Bass first reported a position in Williams Companies in Q4 2024 and has held it in 3 quarters since.
  • 693 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Lee, Danner & Bass's 13F filing for Q2 2026, filed 21 Jul 2026.