Orser Capital Management’s Williams Companies WMB Stock Holding History

Orser Capital 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	$2.21M	Buy	+29,682	New	+$2.18M	1.09%	27
2025 Q4	–	Sell	-28,190	Closed	-$1.79M	–	75
2025 Q3	$1.79M	Buy	+28,190	New	+$1.65M	0.94%	28
2025 Q2	–	Sell	-30,618	Closed	-$1.83M	–	58
2025 Q1	$1.83M	Buy	+30,618	New	+$1.75M	1.34%	22
2019 Q3	–	Sell	-68,360	Closed	-$1.92M	–	78
2019 Q2	$1.92M	Sell	68,360 -12,640	-16%	-$351K	1.98%	20
2019 Q1	$2.33M	Buy	+81,000	New	+$2.17M	2.56%	9

Other funds holding WMB

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 Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

CAI

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

CAM

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

Orser Capital Management's WMB Position: Q2 2026 in Review

Orser Capital Management opened a new position in Williams Companies (WMB) in Q2 2026: 29,682 shares worth $2.21M. The stake represents 1.09% of the portfolio and ranks #27 among its holdings. This is a return to the name: Orser Capital Management previously reported a position in WMB as recently as Q3 2025.

Orser Capital Management first reported a position in WMB in Q1 2019 and has held it in 5 quarters since. The position peaked at $2.33M in Q1 2019. 784 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Orser Capital Management held 29,682 shares of Williams Companies worth $2.21M as of Q2 2026.
Williams Companies was a new Orser Capital Management position in Q2 2026.
Williams Companies made up 1.09% of Orser Capital Management's portfolio in Q2 2026, its #27 holding.
Orser Capital Management first reported a position in Williams Companies in Q1 2019 and has held it in 5 quarters since.
Orser Capital Management's Williams Companies position peaked at $2.33M in Q1 2019.
784 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Orser Capital Management's 13F filing for Q2 2026, filed 7 Jul 2026.