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 Q3	$242K	Hold	3,563	–	–	0.01%	301
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Rockland Trust's WMB Position: Q3 2026 in Review

Rockland Trust held its Williams Companies (WMB) position steady in Q3 2026 at 3,563 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #301.

Rockland Trust first reported a position in WMB in Q2 2024 and has held it in 10 quarters since. The position peaked at $297K in Q1 2026. 1,046 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

Rockland Trust held 3,563 shares of Williams Companies worth $242K as of Q3 2026.
Rockland Trust left its Williams Companies share count unchanged in Q3 2026.
Williams Companies made up 0.01% of Rockland Trust's portfolio in Q3 2026, its #301 holding.
Rockland Trust first reported a position in Williams Companies in Q2 2024 and has held it in 10 quarters since.
Rockland Trust's Williams Companies position peaked at $297K in Q1 2026.
1,046 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Rockland Trust's 13F filing for Q3 2026, filed 5 Oct 2026.