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Novem Group’s Williams Companies WMB Stock Holding History

Novem Group’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 		– Sell
-19,827
Closed -$1.44M – 504
2026
Q1 		$1.44M Buy
19,827
+688
+4% +$47.6K 0.17% 107
2025
Q4 		$1.15M Buy
+19,139
New +$1.16M 0.13% 141

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

Novem Group's WMB Position: Q2 2026 in Review

Novem Group sold out of Williams Companies (WMB) in Q2 2026, closing a stake of 19,827 shares — an estimated $1.44M sold.

Novem Group first reported a position in WMB in Q4 2025 and held it in 2 quarters. The position peaked at $1.44M in Q1 2026. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Novem Group reported no remaining Williams Companies position as of Q2 2026 after selling out during the quarter.
  • Novem Group sold 19,827 Williams Companies shares in Q2 2026, an estimated $1.44M.
  • Novem Group first reported a position in Williams Companies in Q4 2025 and held it in 2 quarters.
  • Novem Group's Williams Companies position peaked at $1.44M in Q1 2026.
  • 514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Novem Group's 13F filing for Q2 2026, filed 21 Jul 2026.