Presima Securities’s Williams Companies WMB Stock Holding History

Presima Securities’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	–	Sell	-14,092	Closed	-$1.03M	–	47
2026 Q1	$1.03M	Hold	14,092	–	–	0.58%	37
2025 Q4	$847K	Buy	14,092 +167	+1%	+$10.1K	0.49%	40
2025 Q3	$882K	Hold	13,925	–	–	0.24%	41
2025 Q2	$875K	Hold	13,925	–	–	0.2%	43
2025 Q1	$832K	Buy	13,925 +125	+0.9%	+$7.16K	0.19%	42
2024 Q4	$747K	Hold	13,800	–	–	0.18%	42
2024 Q3	$630K	Hold	13,800	–	–	0.14%	43
2024 Q2	$587K	Hold	13,800	–	–	0.13%	44
2024 Q1	$538K	Hold	13,800	–	–	0.13%	44
2023 Q4	$481K	Buy	13,800 +400	+3%	+$14K	0.11%	48
2023 Q3	$451K	Sell	13,400 -5,100	-28%	-$174K	0.12%	44
2023 Q2	$604K	Hold	18,500	–	–	0.17%	42
2023 Q1	$552K	Hold	18,500	–	–	0.16%	45
2022 Q4	$609K	Buy	18,500 +3,400	+23%	+$111K	0.18%	43
2022 Q3	$432K	Sell	15,100 -14,700	-49%	-$479K	0.13%	46
2022 Q2	$930K	Hold	29,800	–	–	0.23%	45
2022 Q1	$996K	Sell	29,800 -30,200	-50%	-$923K	0.2%	44
2021 Q4	$1.56M	Hold	60,000	–	–	0.27%	41
2021 Q3	$1.56M	Buy	60,000 +6,900	+13%	+$174K	0.28%	40
2021 Q2	$1.41M	Buy	53,100 +22,900	+76%	+$586K	0.2%	38
2021 Q1	$715K	Buy	+30,200	New	+$686K	0.09%	43

Other funds holding WMB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Presima Securities's WMB Position: Q2 2026 in Review

Presima Securities sold out of Williams Companies (WMB) in Q2 2026, closing a stake of 14,092 shares — an estimated $1.03M sold.

Presima Securities first reported a position in WMB in Q1 2021 and held it in 21 quarters. The position peaked at $1.56M in Q4 2021. 1,830 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Presima Securities reported no remaining Williams Companies position as of Q2 2026 after selling out during the quarter.
Presima Securities sold 14,092 Williams Companies shares in Q2 2026, an estimated $1.03M.
Presima Securities first reported a position in Williams Companies in Q1 2021 and held it in 21 quarters.
Presima Securities's Williams Companies position peaked at $1.56M in Q4 2021.
1,830 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Presima Securities's 13F filing for Q2 2026.