Parnassus Investments’s Williams Companies WMB Stock Holding History

Parnassus 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	$87.1M	Buy	+1,172,235	New	+$86.3M	0.23%	63

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Parnassus Investments's WMB Position: Q2 2026 in Review

Parnassus Investments opened a new position in Williams Companies (WMB) in Q2 2026: 1,172,235 shares worth $87.1M. The stake represents 0.23% of the portfolio and ranks #63 among its holdings.

693 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Parnassus Investments held 1,172,235 shares of Williams Companies worth $87.1M as of Q2 2026.
Williams Companies was a new Parnassus Investments position in Q2 2026.
Williams Companies made up 0.23% of Parnassus Investments's portfolio in Q2 2026, its #63 holding.
693 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Parnassus Investments's 13F filing for Q2 2026, filed 29 Jul 2026.