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Marino Stram & Associates’s Williams Companies WMB Stock Holding History

Marino Stram & Associates’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 		$1.8M Buy
24,274
+174
+0.7% +$12.8K 0.29% 58
2026
Q1 		$1.75M Sell
24,100
-9
-0% -$623 0.32% 56
2025
Q4 		$1.45M Buy
24,109
+354
+1% +$21.4K 0.26% 63
2025
Q3 		$1.5M Buy
23,755
+569
+2% +$33.4K 0.27% 66
2025
Q2 		$1.46M Buy
23,186
+1,759
+8% +$104K 0.29% 56
2025
Q1 		$1.28M Buy
21,427
+294
+1% +$16.8K 0.28% 54
2024
Q4 		$1.14M Sell
21,133
-38
-0.2% -$2.05K 0.25% 64
2024
Q3 		$966K Buy
21,171
+48
+0.2% +$2.11K 0.22% 80
2024
Q2 		$898K Buy
21,123
+148
+0.7% +$5.94K 0.22% 78
2024
Q1 		$817K Buy
20,975
+12,844
+158% +$456K 0.19% 84
2023
Q4 		$283K Buy
+8,131
New +$285K 0.07% 136
2021
Q3 		– Sell
-27,194
Closed -$722K – 289
2021
Q2 		$722K Buy
+27,194
New +$696K 0.19% 98
2019
Q2 		– Sell
-175
Closed -$5K – 574
2019
Q1 		$5K Buy
175
+61
+54% +$1.64K ﹤0.01% 389
2018
Q4 		$3K Buy
+114
New +$2.85K ﹤0.01% 444

Other funds holding WMB

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
Pictet Asset Management
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
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Truist Financial
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

Marino Stram & Associates's WMB Position: Q2 2026 in Review

Marino Stram & Associates increased its Williams Companies (WMB) stake by 0.72% in Q2 2026, buying an estimated $12.8K and bringing the position to 24,274 shares worth $1.8M. The position accounts for 0.29% of the portfolio, ranked #58.

Marino Stram & Associates first reported a position in WMB in Q4 2018 and has held it in 14 quarters since. 1,005 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Marino Stram & Associates held 24,274 shares of Williams Companies worth $1.8M as of Q2 2026.
  • Marino Stram & Associates bought 174 Williams Companies shares in Q2 2026, an estimated $12.8K.
  • Williams Companies made up 0.29% of Marino Stram & Associates's portfolio in Q2 2026, its #58 holding.
  • Marino Stram & Associates first reported a position in Williams Companies in Q4 2018 and has held it in 14 quarters since.
  • 1,005 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Marino Stram & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.