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Mesirow Financial Investment Management’s Williams Companies WMB Stock Holding History

Mesirow Financial Investment 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 		$522K Sell
7,016
-1,101
-14% -$81K 0.01% 361
2026
Q1 		$591K Buy
8,117
+152
+2% +$10.5K 0.01% 332
2025
Q4 		$479K Sell
7,965
-3,075
-28% -$186K 0.01% 336
2025
Q3 		$699K Buy
11,040
+104
+1% +$6.1K 0.01% 320
2025
Q2 		$687K Sell
10,936
-15,096
-58% -$891K 0.01% 310
2025
Q1 		$1.56M Buy
26,032
+13,129
+102% +$752K 0.03% 218
2024
Q4 		$698K Sell
12,903
-12,809
-50% -$690K 0.01% 305
2024
Q3 		$1.17M Buy
25,712
+14,389
+127% +$632K 0.02% 248
2024
Q2 		$481K Buy
11,323
+26
+0.2% +$1.04K 0.01% 332
2024
Q1 		$440K Buy
11,297
+3,409
+43% +$121K 0.01% 358
2023
Q4 		$275K Buy
+7,888
New +$277K 0.01% 453

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

Mesirow Financial Investment Management's WMB Position: Q2 2026 in Review

Mesirow Financial Investment Management reduced its Williams Companies (WMB) stake by 14% in Q2 2026, selling an estimated $81K and leaving 7,016 shares worth $522K. The position accounts for 0.01% of the portfolio, ranked #361.

Mesirow Financial Investment Management first reported a position in WMB in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.56M in Q1 2025. 552 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Mesirow Financial Investment Management held 7,016 shares of Williams Companies worth $522K as of Q2 2026.
  • Mesirow Financial Investment Management sold 1,101 Williams Companies shares in Q2 2026, an estimated $81K.
  • Williams Companies made up 0.01% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #361 holding.
  • Mesirow Financial Investment Management first reported a position in Williams Companies in Q4 2023 and has held it in 11 quarters since.
  • Mesirow Financial Investment Management's Williams Companies position peaked at $1.56M in Q1 2025.
  • 552 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.