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Timothy G. Youngquist 2020 Irrevocable Trust’s Williams Companies WMB Stock Holding History

Timothy G. Youngquist 2020 Irrevocable Trust’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 		– Sell
-431
Closed -$31.4K – 485
2026
Q1 		$31.4K Buy
+431
New +$29.8K 0.01% 264

Other funds holding WMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Timothy G. Youngquist 2020 Irrevocable Trust's WMB Position: Q2 2026 in Review

Timothy G. Youngquist 2020 Irrevocable Trust sold out of Williams Companies (WMB) in Q2 2026, closing a stake of 431 shares — an estimated $31.4K sold.

Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in WMB in Q1 2026 and held it in 1 quarter. The position peaked at $31.4K in Q1 2026. 1,084 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Timothy G. Youngquist 2020 Irrevocable Trust reported no remaining Williams Companies position as of Q2 2026 after selling out during the quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust sold 431 Williams Companies shares in Q2 2026, an estimated $31.4K.
  • Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in Williams Companies in Q1 2026 and held it in 1 quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust's Williams Companies position peaked at $31.4K in Q1 2026.
  • 1,084 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Timothy G. Youngquist 2020 Irrevocable Trust's 13F filing for Q2 2026, filed 7 Aug 2026.