SBI Securities’s Williams Companies WMB Stock Holding History

SBI Securities’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	$819K	Sell	11,011 -331	-3%	-$24.4K	0.02%	318
2026 Q1	$825K	Buy	11,342 +349	+3%	+$24.2K	0.02%	307
2025 Q4	$661K	Sell	10,993 -24	-0.2%	-$1.45K	0.02%	339
2025 Q3	$698K	Buy	11,017 +1,514	+16%	+$88.8K	0.02%	326
2025 Q2	$597K	Buy	9,503 +287	+3%	+$16.9K	0.02%	338
2025 Q1	$551K	Buy	9,216 +634	+7%	+$36.3K	0.02%	330
2024 Q4	$464K	Buy	+8,582	New	+$462K	0.01%	357

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

SBI Securities's WMB Position: Q2 2026 in Review

SBI Securities reduced its Williams Companies (WMB) stake by 2.9% in Q2 2026, selling an estimated $24.4K and leaving 11,011 shares worth $819K. The position accounts for 0.02% of the portfolio, ranked #318.

SBI Securities first reported a position in WMB in Q4 2024 and has held it in 7 quarters since. The position peaked at $825K in Q1 2026. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

SBI Securities held 11,011 shares of Williams Companies worth $819K as of Q2 2026.
SBI Securities sold 331 Williams Companies shares in Q2 2026, an estimated $24.4K.
Williams Companies made up 0.02% of SBI Securities's portfolio in Q2 2026, its #318 holding.
SBI Securities first reported a position in Williams Companies in Q4 2024 and has held it in 7 quarters since.
SBI Securities's Williams Companies position peaked at $825K in Q1 2026.
514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.