Loring Wolcott & Coolidge Fiduciary Advisors’s Williams Companies WMB Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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	$464K	Hold	6,245	–	–	﹤0.01%	239
2026 Q1	$454K	Hold	6,245	–	–	﹤0.01%	246
2025 Q4	$409K	Hold	6,245	–	–	﹤0.01%	258
2025 Q3	$368K	Buy	+6,245	New	+$366K	﹤0.01%	267
2023 Q3	–	Sell	-3,701	Closed	-$121K	–	660
2023 Q2	$121K	Buy	3,701 +701	+23%	+$21K	﹤0.01%	346
2023 Q1	$89.6K	Sell	3,000 -679	-18%	-$21K	﹤0.01%	353
2022 Q4	$121K	Sell	3,679 -3,500	-49%	-$114K	﹤0.01%	325
2022 Q3	$206K	Hold	7,179	–	–	﹤0.01%	281
2022 Q2	$224K	Buy	7,179 +3,679	+105%	+$127K	﹤0.01%	273
2022 Q1	$117K	Hold	3,500	–	–	﹤0.01%	359
2021 Q4	$91K	Hold	3,500	–	–	﹤0.01%	398
2021 Q3	$91K	Sell	3,500 -139	-4%	-$3.5K	﹤0.01%	400
2021 Q2	$97K	Buy	+3,639	New	+$93.2K	﹤0.01%	401
2021 Q1	–	Sell	-3,500	Closed	-$70K	–	714
2020 Q4	$70K	Hold	3,500	–	–	﹤0.01%	394
2020 Q3	$69K	Hold	3,500	–	–	﹤0.01%	362
2020 Q2	$67K	Hold	3,500	–	–	﹤0.01%	356
2020 Q1	$50K	Hold	3,500	–	–	﹤0.01%	375
2019 Q4	$83K	Hold	3,500	–	–	﹤0.01%	370
2019 Q3	$84K	Buy	+3,500	New	+$88.2K	﹤0.01%	360
2019 Q2	–	Sell	-18	Closed	–	–	770
2019 Q1	$0	Buy	+18	New	+$482	﹤0.01%	770
2018 Q2	–	Sell	-12,500	Closed	-$311K	–	737
2018 Q1	$311K	Hold	12,500	–	–	0.01%	232
2017 Q4	$381K	Hold	12,500	–	–	0.01%	221
2017 Q3	$375K	Hold	12,500	–	–	0.01%	217
2017 Q2	$397K	Hold	12,500	–	–	0.01%	210
2017 Q1	$370K	Hold	12,500	–	–	0.01%	213
2016 Q4	$389K	Hold	12,500	–	–	0.01%	208
2016 Q3	$384K	Hold	12,500	–	–	0.01%	206
2016 Q2	$270K	Sell	12,500 -200	-2%	-$4.02K	0.01%	234
2016 Q1	$204K	Hold	12,700	–	–	﹤0.01%	242
2015 Q4	$326K	Buy	12,700 +2,000	+19%	+$69.9K	0.01%	228
2015 Q3	$614K	Hold	10,700	–	–	0.02%	184
2015 Q2	$614K	Hold	10,700	–	–	0.02%	184
2015 Q1	$541K	Hold	10,700	–	–	0.01%	200
2014 Q4	$481K	Sell	10,700 -64	-0.6%	-$3.27K	0.01%	200
2014 Q3	$596K	Hold	10,764	–	–	0.02%	177
2014 Q2	$627K	Hold	10,764	–	–	0.02%	175
2014 Q1	$437K	Hold	10,764	–	–	0.01%	198
2013 Q4	$415K	Hold	10,764	–	–	0.01%	199
2013 Q3	$391K	Buy	10,764 +64	+0.6%	+$2.24K	0.01%	199
2013 Q2	$347K	Buy	+10,700	New	+$385K	0.01%	214

Other funds holding WMB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 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

Loring Wolcott & Coolidge Fiduciary Advisors's WMB Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its Williams Companies (WMB) position steady in Q2 2026 at 6,245 shares worth $464K. The position accounts for ﹤0.01% of the portfolio, ranked #239.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in WMB in Q2 2013 and has held it in 40 quarters since. The position peaked at $627K in Q2 2014. 798 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 6,245 shares of Williams Companies worth $464K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors left its Williams Companies share count unchanged in Q2 2026.
Williams Companies made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #239 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Williams Companies in Q2 2013 and has held it in 40 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's Williams Companies position peaked at $627K in Q2 2014.
798 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.