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SBI Okasan Asset Management’s Williams Companies WMB Stock Holding History

SBI Okasan Asset 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 		$358K Sell
4,773
-2,383
-33% -$175K 0.01% 238
2026
Q1 		$519K Sell
7,156
-644
-8% -$44.6K 0.02% 193
2025
Q4 		$466K Buy
+7,800
New +$472K 0.03% 192

Other funds holding WMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SBI Okasan Asset Management's WMB Position: Q2 2026 in Review

SBI Okasan Asset Management reduced its Williams Companies (WMB) stake by 33% in Q2 2026, selling an estimated $175K and leaving 4,773 shares worth $358K. The position accounts for 0.01% of the portfolio, ranked #238.

SBI Okasan Asset Management first reported a position in WMB in Q4 2025 and has held it in 3 quarters since. The position peaked at $519K in Q1 2026. 1,827 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • SBI Okasan Asset Management held 4,773 shares of Williams Companies worth $358K as of Q2 2026.
  • SBI Okasan Asset Management sold 2,383 Williams Companies shares in Q2 2026, an estimated $175K.
  • Williams Companies made up 0.01% of SBI Okasan Asset Management's portfolio in Q2 2026, its #238 holding.
  • SBI Okasan Asset Management first reported a position in Williams Companies in Q4 2025 and has held it in 3 quarters since.
  • SBI Okasan Asset Management's Williams Companies position peaked at $519K in Q1 2026.
  • 1,827 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on SBI Okasan Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.