Lummis Asset Management’s Williams Companies WMB Stock Holding History

Lummis Asset 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
2025 Q2	$947K	Sell
2025 Q1	$906K	Buy
2024 Q4	$765K	Sell
2024 Q3	$668K	Buy
2024 Q2	$601K	Hold
2024 Q1	$551K	Buy
2023 Q4	$218K	Buy