Sage Capital Management’s Williams Companies WMB Stock Holding History

Sage Capital 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	$460K	Buy	6,186 +21	+0.3%	+$1.54K	0.18%	101
2026 Q1	$449K	Buy	6,165 +21	+0.3%	+$1.45K	0.21%	95
2025 Q4	$369K	Buy	6,144 +26	+0.4%	+$1.57K	0.17%	109
2025 Q3	$388K	Buy	6,118 +46	+0.8%	+$2.7K	0.17%	105
2025 Q2	$381K	Sell	6,072 -3,711	-38%	-$219K	0.18%	100
2025 Q1	$585K	Buy	9,783 +83	+0.9%	+$4.75K	0.32%	71
2024 Q4	$525K	Sell	9,700 -70	-0.7%	-$3.77K	0.27%	84
2024 Q3	$446K	Buy	9,770 +100	+1%	+$4.4K	0.21%	95
2024 Q2	$411K	Buy	9,670 +108	+1%	+$4.33K	0.22%	95
2024 Q1	$373K	Buy	9,562 +116	+1%	+$4.12K	0.2%	102
2023 Q4	$329K	Buy	+9,446	New	+$332K	0.2%	105

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

Sage Capital Management's WMB Position: Q2 2026 in Review

Sage Capital Management increased its Williams Companies (WMB) stake by 0.34% in Q2 2026, buying an estimated $1.54K and bringing the position to 6,186 shares worth $460K. The position accounts for 0.18% of the portfolio, ranked #101.

Sage Capital Management first reported a position in WMB in Q4 2023 and has held it in 11 quarters since. The position peaked at $585K in Q1 2025. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Sage Capital Management held 6,186 shares of Williams Companies worth $460K as of Q2 2026.
Sage Capital Management bought 21 Williams Companies shares in Q2 2026, an estimated $1.54K.
Williams Companies made up 0.18% of Sage Capital Management's portfolio in Q2 2026, its #101 holding.
Sage Capital Management first reported a position in Williams Companies in Q4 2023 and has held it in 11 quarters since.
Sage Capital Management's Williams Companies position peaked at $585K in Q1 2025.
514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Sage Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.