Perpetual Ltd’s Williams Companies WMB Stock Holding History

Perpetual Ltd’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	$550K	Hold	7,402	–	–	0.01%	315
2026 Q1	$539K	Buy	7,402 +1,200	+19%	+$83.1K	0.01%	303
2025 Q4	$373K	Hold	6,202	–	–	0.01%	345
2025 Q3	$393K	Buy	+6,202	New	+$364K	﹤0.01%	347
2023 Q2	–	Sell	-46,098	Closed	-$1.38M	–	521
2023 Q1	$1.38M	Buy	+46,098	New	+$1.42M	0.01%	281
2014 Q2	–	Sell	-5,000	Closed	-$203K	–	229
2014 Q1	$203K	Sell	5,000 -8,500	-63%	-$344K	0.03%	184
2013 Q4	$521K	Buy	+13,500	New	+$486K	0.07%	159
2013 Q3	–	Sell	-6,500	Closed	-$211K	–	239
2013 Q2	$211K	Buy	+6,500	New	+$234K	0.03%	190

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 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

Perpetual Ltd's WMB Position: Q2 2026 in Review

Perpetual Ltd held its Williams Companies (WMB) position steady in Q2 2026 at 7,402 shares worth $550K. The position accounts for 0.01% of the portfolio, ranked #315.

Perpetual Ltd first reported a position in WMB in Q2 2013 and has held it in 8 quarters since. The position peaked at $1.38M in Q1 2023. 668 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Perpetual Ltd held 7,402 shares of Williams Companies worth $550K as of Q2 2026.
Perpetual Ltd left its Williams Companies share count unchanged in Q2 2026.
Williams Companies made up 0.01% of Perpetual Ltd's portfolio in Q2 2026, its #315 holding.
Perpetual Ltd first reported a position in Williams Companies in Q2 2013 and has held it in 8 quarters since.
Perpetual Ltd's Williams Companies position peaked at $1.38M in Q1 2023.
668 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Perpetual Ltd's 13F filing for Q2 2026, filed 15 Jul 2026.