Marquette Asset Management’s Williams Companies WMB Stock Holding History

Marquette 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
2026 Q2	$3.64K	Sell	49 -33	-40%	-$2.43K	﹤0.01%	478
2026 Q1	$5.97K	Sell	82 -87	-51%	-$6.02K	﹤0.01%	325
2025 Q4	$10.2K	Buy	169 +35	+26%	+$2.12K	﹤0.01%	230
2025 Q3	$8.49K	Buy	+134	New	+$7.86K	﹤0.01%	236
2020 Q1	–	Sell	-403	Closed	-$10K	–	279
2019 Q4	$10K	Hold	403	–	–	﹤0.01%	218
2019 Q3	$10K	Hold	403	–	–	﹤0.01%	243
2019 Q2	$11K	Hold	403	–	–	﹤0.01%	232
2019 Q1	$12K	Buy	+403	New	+$10.8K	﹤0.01%	233

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return

CNAM

Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Marquette Asset Management's WMB Position: Q2 2026 in Review

Marquette Asset Management reduced its Williams Companies (WMB) stake by 40% in Q2 2026, selling an estimated $2.43K and leaving 49 shares worth $3.64K. The position accounts for ﹤0.01% of the portfolio, ranked #478.

Marquette Asset Management first reported a position in WMB in Q1 2019 and has held it in 8 quarters since. The position peaked at $12K in Q1 2019. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Marquette Asset Management held 49 shares of Williams Companies worth $3.64K as of Q2 2026.
Marquette Asset Management sold 33 Williams Companies shares in Q2 2026, an estimated $2.43K.
Williams Companies made up ﹤0.01% of Marquette Asset Management's portfolio in Q2 2026, its #478 holding.
Marquette Asset Management first reported a position in Williams Companies in Q1 2019 and has held it in 8 quarters since.
Marquette Asset Management's Williams Companies position peaked at $12K in Q1 2019.
514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Marquette Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.