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Sit Investment Associates’s Williams Companies WMB Stock Holding History

Sit Investment Associates’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 		$26.6M Sell
357,674
-31,795
-8% -$2.34M 0.5% 51
2026
Q1 		$28.3M Sell
389,469
-28,010
-7% -$1.94M 0.58% 43
2025
Q4 		$25.1M Buy
417,479
+58,193
+16% +$3.52M 0.49% 49
2025
Q3 		$22.8M Buy
359,286
+58,840
+20% +$3.45M 0.46% 52
2025
Q2 		$18.9M Sell
300,446
-950
-0.3% -$56.1K 0.4% 58
2025
Q1 		$18M Buy
301,396
+25,286
+9% +$1.45M 0.42% 65
2024
Q4 		$14.9M Buy
276,110
+7,670
+3% +$413K 0.34% 74
2024
Q3 		$12.3M Buy
268,440
+16,855
+7% +$741K 0.27% 101
2024
Q2 		$10.7M Sell
251,585
-5,815
-2% -$233K 0.25% 119
2024
Q1 		$10M Buy
257,400
+87,730
+52% +$3.12M 0.23% 130
2023
Q4 		$5.91M Sell
169,670
-6,555
-4% -$230K 0.14% 190
2023
Q3 		$5.94M Sell
176,225
-20,090
-10% -$686K 0.16% 174
2023
Q2 		$6.41M Sell
196,315
-1,725
-0.9% -$51.8K 0.17% 166
2023
Q1 		$5.91M Sell
198,040
-147,390
-43% -$4.55M 0.16% 174
2022
Q4 		$11.4M Sell
345,430
-35,025
-9% -$1.14M 0.32% 95
2022
Q3 		$10.9M Buy
380,455
+46,505
+14% +$1.52M 0.33% 88
2022
Q2 		$10.4M Buy
+333,950
New +$11.5M 0.32% 89
2015
Q1 		– Sell
-2,850
Closed -$128K – 450
2014
Q4 		$128K Buy
+2,850
New +$146K ﹤0.01% 408

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

Sit Investment Associates's WMB Position: Q2 2026 in Review

Sit Investment Associates reduced its Williams Companies (WMB) stake by 8.2% in Q2 2026, selling an estimated $2.34M and leaving 357,674 shares worth $26.6M. The position accounts for 0.5% of the portfolio, ranked #51.

Sit Investment Associates first reported a position in WMB in Q4 2014 and has held it in 18 quarters since. The position peaked at $28.3M in Q1 2026. 1,827 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Sit Investment Associates held 357,674 shares of Williams Companies worth $26.6M as of Q2 2026.
  • Sit Investment Associates sold 31,795 Williams Companies shares in Q2 2026, an estimated $2.34M.
  • Williams Companies made up 0.5% of Sit Investment Associates's portfolio in Q2 2026, its #51 holding.
  • Sit Investment Associates first reported a position in Williams Companies in Q4 2014 and has held it in 18 quarters since.
  • Sit Investment Associates's Williams Companies position peaked at $28.3M in Q1 2026.
  • 1,827 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Sit Investment Associates's 13F filing for Q2 2026, filed 12 Aug 2026.