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Miller Global Investments’s Williams Companies WMB Stock Holding History

Miller Global Investments’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 		$838K Sell
11,276
-58
-0.5% -$4.27K 0.69% 45
2026
Q1 		$825K Buy
11,334
+290
+3% +$20.1K 0.76% 42
2025
Q4 		$664K Buy
+11,044
New +$668K 0.6% 53

Other funds holding WMB

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
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Miller Global Investments's WMB Position: Q2 2026 in Review

Miller Global Investments reduced its Williams Companies (WMB) stake by 0.51% in Q2 2026, selling an estimated $4.27K and leaving 11,276 shares worth $838K. The position accounts for 0.69% of the portfolio, ranked #45.

Miller Global Investments first reported a position in WMB in Q4 2025 and has held it in 3 quarters since. 950 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Miller Global Investments held 11,276 shares of Williams Companies worth $838K as of Q2 2026.
  • Miller Global Investments sold 58 Williams Companies shares in Q2 2026, an estimated $4.27K.
  • Williams Companies made up 0.69% of Miller Global Investments's portfolio in Q2 2026, its #45 holding.
  • Miller Global Investments first reported a position in Williams Companies in Q4 2025 and has held it in 3 quarters since.
  • 950 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Miller Global Investments's 13F filing for Q2 2026, filed 1 Jul 2026.