Pullen Investment Management’s Williams Companies WMB Stock Holding History

Pullen Investment Management’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	$1.29M	Buy	17,414 +94	+0.5%	+$6.92K	0.6%	64
2026 Q1	$1.26M	Sell	17,320 -73	-0.4%	-$5.05K	0.63%	64
2025 Q4	$1.05M	Buy	17,393 +331	+2%	+$20K	0.55%	69
2025 Q3	$1.08M	Buy	17,062 +24	+0.1%	+$1.41K	0.59%	66
2025 Q2	$1.07M	Sell	17,038 -5,984	-26%	-$353K	0.64%	63
2025 Q1	$1.38M	Buy	23,022 +562	+3%	+$32.2K	0.87%	48
2024 Q4	$1.22M	Buy	22,460 +714	+3%	+$38.5K	0.79%	49
2024 Q3	$993K	Sell	21,746 -30	-0.1%	-$1.32K	0.73%	58
2024 Q2	$925K	Buy	21,776 +1,518	+7%	+$60.9K	0.77%	46
2024 Q1	$789K	Buy	+20,258	New	+$720K	0.67%	56

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

Pullen Investment Management's WMB Position: Q2 2026 in Review

Pullen Investment Management increased its Williams Companies (WMB) stake by 0.54% in Q2 2026, buying an estimated $6.92K and bringing the position to 17,414 shares worth $1.29M. The position accounts for 0.6% of the portfolio, ranked #64.

Pullen Investment Management first reported a position in WMB in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.38M in Q1 2025. 1,830 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Pullen Investment Management held 17,414 shares of Williams Companies worth $1.29M as of Q2 2026.
Pullen Investment Management bought 94 Williams Companies shares in Q2 2026, an estimated $6.92K.
Williams Companies made up 0.6% of Pullen Investment Management's portfolio in Q2 2026, its #64 holding.
Pullen Investment Management first reported a position in Williams Companies in Q1 2024 and has held it in 10 quarters since.
Pullen Investment Management's Williams Companies position peaked at $1.38M in Q1 2025.
1,830 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Pullen Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.