Perennial Advisors’s Williams Companies WMB Stock Holding History

Perennial Advisors’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	$259K	Hold	3,483	–	–	0.04%	120
2026 Q1	$253K	Sell	3,483 -662	-16%	-$45.8K	0.04%	111
2025 Q4	$249K	Hold	4,145	–	–	0.04%	112
2025 Q3	$263K	Hold	4,145	–	–	0.05%	109
2025 Q2	$260K	Hold	4,145	–	–	0.05%	105
2025 Q1	$248K	Buy	+4,145	New	+$237K	0.05%	101
2023 Q3	–	Sell	-14,545	Closed	-$475K	–	116
2023 Q2	$475K	Hold	14,545	–	–	0.12%	79
2023 Q1	$434K	Hold	14,545	–	–	0.12%	70
2022 Q4	$479K	Hold	14,545	–	–	0.15%	66
2022 Q3	$416K	Hold	14,545	–	–	0.14%	65
2022 Q2	$454K	Buy	+14,545	New	+$502K	0.14%	65
2021 Q3	–	Sell	-1,062	Closed	-$28K	–	277
2021 Q2	$28K	Hold	1,062	–	–	0.01%	189
2021 Q1	$25K	Hold	1,062	–	–	0.01%	195
2020 Q4	$21K	Buy	+1,062	New	+$21.5K	0.01%	182
2020 Q3	–	Sell	-1,022	Closed	-$19K	–	206
2020 Q2	$19K	Buy	+1,022	New	+$19K	0.01%	173
2019 Q1	–	Sell	-1,000	Closed	-$22K	–	186
2018 Q4	$22K	Hold	1,000	–	–	0.01%	131
2018 Q3	$27K	Hold	1,000	–	–	0.02%	130
2018 Q2	$27K	Hold	1,000	–	–	0.02%	127
2018 Q1	$25K	Hold	1,000	–	–	0.02%	126
2017 Q4	$30K	Hold	1,000	–	–	0.02%	128
2017 Q3	$30K	Hold	1,000	–	–	0.02%	114
2017 Q2	$30K	Buy	+1,000	New	+$29.8K	0.02%	111

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

Perennial Advisors's WMB Position: Q2 2026 in Review

Perennial Advisors held its Williams Companies (WMB) position steady in Q2 2026 at 3,483 shares worth $259K. The position accounts for 0.04% of the portfolio, ranked #120.

Perennial Advisors first reported a position in WMB in Q2 2017 and has held it in 22 quarters since. The position peaked at $479K in Q4 2022. 784 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Perennial Advisors held 3,483 shares of Williams Companies worth $259K as of Q2 2026.
Perennial Advisors left its Williams Companies share count unchanged in Q2 2026.
Williams Companies made up 0.04% of Perennial Advisors's portfolio in Q2 2026, its #120 holding.
Perennial Advisors first reported a position in Williams Companies in Q2 2017 and has held it in 22 quarters since.
Perennial Advisors's Williams Companies position peaked at $479K in Q4 2022.
784 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Perennial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.