Seven Post Investment Office’s Williams Companies WMB Stock Holding History

Seven Post Investment Office’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	$4.59M	Hold	61,760	–	–	1.3%	17
2026 Q1	$4.49M	Hold	61,760	–	–	1.45%	16
2025 Q4	$3.71M	Hold	61,760	–	–	1.33%	14
2025 Q3	$3.91M	Hold	61,760	–	–	1.41%	14
2025 Q2	$3.88M	Buy	+61,760	New	+$3.65M	1.46%	14

Other funds holding WMB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Seven Post Investment Office's WMB Position: Q2 2026 in Review

Seven Post Investment Office held its Williams Companies (WMB) position steady in Q2 2026 at 61,760 shares worth $4.59M. The position accounts for 1.3% of the portfolio, ranked #17.

Seven Post Investment Office first reported a position in WMB in Q2 2025 and has held it in 5 quarters since. 797 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Seven Post Investment Office held 61,760 shares of Williams Companies worth $4.59M as of Q2 2026.
Seven Post Investment Office left its Williams Companies share count unchanged in Q2 2026.
Williams Companies made up 1.3% of Seven Post Investment Office's portfolio in Q2 2026, its #17 holding.
Seven Post Investment Office first reported a position in Williams Companies in Q2 2025 and has held it in 5 quarters since.
797 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Seven Post Investment Office's 13F filing for Q2 2026, filed 28 Jul 2026.