Perigon Wealth Management’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.94M | Buy |
26,082
+1,548
| +6% | +$114K | 0.03% | 420 |
|
|
2026
Q1 | $1.79M | Sell |
24,534
-2,615
| -10% | -$181K | 0.03% | 402 |
|
|
2025
Q4 | $1.63M | Sell |
27,149
-3,267
| -11% | -$198K | 0.03% | 417 |
|
|
2025
Q3 | $1.93M | Buy |
30,416
+5,069
| +20% | +$297K | 0.04% | 364 |
|
|
2025
Q2 | $1.59M | Sell |
25,347
-2,128
| -8% | -$126K | 0.04% | 381 |
|
|
2025
Q1 | $1.64M | Buy |
27,475
+1,966
| +8% | +$113K | 0.04% | 343 |
|
|
2024
Q4 | $1.51M | Buy |
25,509
+14,814
| +139% | +$798K | 0.04% | 351 |
|
|
2024
Q3 | $488K | Buy |
+10,695
| New | +$470K | 0.01% | 626 |
|
|
2024
Q1 | – | Sell |
-12,443
| Closed | -$433K | – | 920 |
|
|
2023
Q4 | $433K | Buy |
12,443
+1,530
| +14% | +$53.7K | 0.01% | 540 |
|
|
2023
Q3 | $368K | Buy |
10,913
+2,202
| +25% | +$75.1K | 0.01% | 523 |
|
|
2023
Q2 | $284K | Sell |
8,711
-1,103
| -11% | -$33.1K | 0.01% | 626 |
|
|
2023
Q1 | $293K | Buy |
9,814
+813
| +9% | +$25.1K | 0.02% | 545 |
|
|
2022
Q4 | $296K | Buy |
+9,001
| New | +$293K | 0.02% | 532 |
|
|
2021
Q1 | – | Sell |
-1,246
| Closed | -$25K | – | 1038 |
|
|
2020
Q4 | $25K | Buy |
+1,246
| New | +$25.3K | ﹤0.01% | 975 |
|
|
2018
Q2 | – | Sell |
-149
| Closed | -$4K | – | 594 |
|
|
2018
Q1 | $4K | Sell |
149
-416
| -74% | -$12.3K | ﹤0.01% | 569 |
|
|
2017
Q4 | $17K | Hold |
565
| – | – | 0.01% | 432 |
|
|
2017
Q3 | $17K | Hold |
565
| – | – | 0.01% | 462 |
|
|
2017
Q2 | $17K | Hold |
565
| – | – | ﹤0.01% | 462 |
|
|
2017
Q1 | $17K | Hold |
565
| – | – | ﹤0.01% | 484 |
|
|
2016
Q4 | $17K | Hold |
565
| – | – | ﹤0.01% | 493 |
|
|
2016
Q3 | $17K | Hold |
565
| – | – | ﹤0.01% | 424 |
|
|
2016
Q2 | $12K | Hold |
565
| – | – | ﹤0.01% | 363 |
|
|
2016
Q1 | $9K | Buy |
+565
| New | +$9.71K | ﹤0.01% | 240 |
|
|
2015
Q3 | – | Sell |
-5,363
| Closed | -$308K | – | 213 |
|
|
2015
Q2 | $308K | Buy |
5,363
+812
| +18% | +$41.8K | 0.08% | 181 |
|
|
2015
Q1 | $230K | Sell |
4,551
-1,945
| -30% | -$90.2K | 0.06% | 204 |
|
|
2014
Q4 | $292K | Hold |
6,496
| – | – | 0.09% | 170 |
|
|
2014
Q3 | $360K | Sell |
6,496
-575
| -8% | -$33K | 0.11% | 145 |
|
|
2014
Q2 | $412K | Buy |
+7,071
| New | +$328K | 0.12% | 136 |
|
Other funds holding WMB
Perigon Wealth Management's WMB Position: Q2 2026 in Review
Perigon Wealth Management increased its Williams Companies (WMB) stake by 6.3% in Q2 2026, buying an estimated $114K and bringing the position to 26,082 shares worth $1.94M. The position accounts for 0.03% of the portfolio, ranked #420.
Perigon Wealth Management first reported a position in WMB in Q2 2014 and has held it in 28 quarters since. 1,830 funds tracked by Wall St. Rank hold WMB as of Q2 2026.
- Perigon Wealth Management held 26,082 shares of Williams Companies worth $1.94M as of Q2 2026.
- Perigon Wealth Management bought 1,548 Williams Companies shares in Q2 2026, an estimated $114K.
- Williams Companies made up 0.03% of Perigon Wealth Management's portfolio in Q2 2026, its #420 holding.
- Perigon Wealth Management first reported a position in Williams Companies in Q2 2014 and has held it in 28 quarters since.
- 1,830 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.
Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.