Midwest Trust’s Williams Companies WMB Stock Holding History

Midwest 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	$67.7M	Sell	911,109 -10,290	-1%	-$757K	0.77%	35
2026 Q1	$67.1M	Sell	921,399 -32,966	-3%	-$2.28M	0.84%	32
2025 Q4	$57.4M	Sell	954,365 -1,698	-0.2%	-$103K	0.72%	39
2025 Q3	$60.6M	Sell	956,063 -9,471	-1%	-$556K	0.79%	33
2025 Q2	$60.6M	Buy	+965,534	New	+$57M	0.84%	30

Other funds holding WMB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Midwest Trust's WMB Position: Q2 2026 in Review

Midwest Trust reduced its Williams Companies (WMB) stake by 1.1% in Q2 2026, selling an estimated $757K and leaving 911,109 shares worth $67.7M. The position accounts for 0.77% of the portfolio, ranked #35.

Midwest Trust first reported a position in WMB in Q2 2025 and has held it in 5 quarters since. 1,826 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Midwest Trust held 911,109 shares of Williams Companies worth $67.7M as of Q2 2026.
Midwest Trust sold 10,290 Williams Companies shares in Q2 2026, an estimated $757K.
Williams Companies made up 0.77% of Midwest Trust's portfolio in Q2 2026, its #35 holding.
Midwest Trust first reported a position in Williams Companies in Q2 2025 and has held it in 5 quarters since.
1,826 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.