Portside Wealth Group’s Williams Companies WMB Stock Holding History

Portside Wealth Group’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	$1.7M	Sell	22,846 -1,768	-7%	-$130K	0.2%	118
2026 Q1	$1.79M	Sell	24,614 -2,076	-8%	-$144K	0.24%	102
2025 Q4	$1.6M	Buy	26,690 +4,648	+21%	+$281K	0.22%	109
2025 Q3	$1.4M	Buy	22,042 +2,303	+12%	+$135K	0.19%	117
2025 Q2	$1.24M	Sell	19,739 -1,946	-9%	-$115K	0.18%	123
2025 Q1	$1.3M	Buy	21,685 +528	+2%	+$30.2K	0.21%	109
2024 Q4	$1.15M	Sell	21,157 -3,702	-15%	-$200K	0.19%	120
2024 Q3	$1.13M	Sell	24,859 -3,947	-14%	-$173K	0.19%	122
2024 Q2	$1.22M	Sell	28,806 -1,375	-5%	-$55.2K	0.23%	105
2024 Q1	$1.18M	Buy	30,181 +1,394	+5%	+$49.5K	0.22%	114
2023 Q4	$1M	Sell	28,787 -4,142	-13%	-$145K	0.19%	124
2023 Q3	$1.11M	Buy	32,929 +240	+0.7%	+$8.19K	0.21%	110
2023 Q2	$1.07M	Buy	+32,689	New	+$981K	0.2%	116

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

CAI

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

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 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

Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return

CNAM

Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Portside Wealth Group's WMB Position: Q2 2026 in Review

Portside Wealth Group reduced its Williams Companies (WMB) stake by 7.2% in Q2 2026, selling an estimated $130K and leaving 22,846 shares worth $1.7M. The position accounts for 0.2% of the portfolio, ranked #118.

Portside Wealth Group first reported a position in WMB in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.79M in Q1 2026. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Portside Wealth Group held 22,846 shares of Williams Companies worth $1.7M as of Q2 2026.
Portside Wealth Group sold 1,768 Williams Companies shares in Q2 2026, an estimated $130K.
Williams Companies made up 0.2% of Portside Wealth Group's portfolio in Q2 2026, its #118 holding.
Portside Wealth Group first reported a position in Williams Companies in Q2 2023 and has held it in 13 quarters since.
Portside Wealth Group's Williams Companies position peaked at $1.79M in Q1 2026.
514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.