Rockland Trust’s Williams Companies WMB Stock Holding History

Rockland Trust’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	$265K	Sell	3,563 -513	-13%	-$37.8K	0.01%	289
2026 Q1	$297K	Sell	4,076 -274	-6%	-$19K	0.01%	273
2025 Q4	$261K	Buy	4,350 +338	+8%	+$20.4K	0.01%	275
2025 Q3	$254K	Hold	4,012	–	–	0.01%	274
2025 Q2	$252K	Hold	4,012	–	–	0.01%	235
2025 Q1	$240K	Sell	4,012 -52	-1%	-$2.98K	0.01%	241
2024 Q4	$220K	Sell	4,064 -600	-13%	-$32.3K	0.01%	258
2024 Q3	$213K	Sell	4,664 -205	-4%	-$9.01K	0.01%	272
2024 Q2	$207K	Buy	+4,869	New	+$195K	0.01%	284

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

Rockland Trust's WMB Position: Q2 2026 in Review

Rockland Trust reduced its Williams Companies (WMB) stake by 13% in Q2 2026, selling an estimated $37.8K and leaving 3,563 shares worth $265K. The position accounts for 0.01% of the portfolio, ranked #289.

Rockland Trust first reported a position in WMB in Q2 2024 and has held it in 9 quarters since. The position peaked at $297K in Q1 2026. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Rockland Trust held 3,563 shares of Williams Companies worth $265K as of Q2 2026.
Rockland Trust sold 513 Williams Companies shares in Q2 2026, an estimated $37.8K.
Williams Companies made up 0.01% of Rockland Trust's portfolio in Q2 2026, its #289 holding.
Rockland Trust first reported a position in Williams Companies in Q2 2024 and has held it in 9 quarters since.
Rockland Trust's Williams Companies position peaked at $297K in Q1 2026.
514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Rockland Trust's 13F filing for Q2 2026, filed 8 Jul 2026.