SA
WMB icon

SL Advisors’s Williams Companies WMB Stock Holding History

SL Advisors’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 		$4.77M Sell
64,189
-1,533
-2% -$113K 8.35% 3
2026
Q1 		$4.78M Sell
65,722
-876
-1% -$60.7K 8.1% 4
2025
Q4 		$4M Sell
66,598
-3,036
-4% -$184K 8.2% 3
2025
Q3 		$4.41M Buy
69,634
+685
+1% +$40.2K 8.68% 3
2025
Q2 		$4.33M Hold
68,949
– – 7.8% 4
2025
Q1 		$4.12M Sell
68,949
-260
-0.4% -$14.9K 7.21% 5
2024
Q4 		$3.75M Sell
69,209
-765
-1% -$41.2K 6.19% 8
2024
Q3 		$3.19M Buy
69,974
+1,709
+3% +$75.1K 5.75% 8
2024
Q2 		$2.9M Sell
68,265
-1,270
-2% -$50.9K 5.73% 8
2024
Q1 		$2.71M Buy
69,535
+88
+0.1% +$3.13K 5.34% 7
2023
Q4 		$2.42M Sell
69,447
-8,012
-10% -$281K 5.2% 7
2023
Q3 		$2.61M Sell
77,459
-61
-0.1% -$2.08K 3.52% 8
2023
Q2 		$2.53M Buy
77,520
+2,029
+3% +$60.9K 5.68% 5
2023
Q1 		$2.25M Sell
75,491
-1,000
-1% -$30.9K 4.83% 5
2022
Q4 		$2.52M Sell
76,491
-1,000
-1% -$32.6K 5.57% 4
2022
Q3 		$2.22M Buy
77,491
+291
+0.4% +$9.48K 5.51% 5
2022
Q2 		$2.41M Sell
77,200
-1,410
-2% -$48.7K 5.77% 4
2022
Q1 		$2.63M Sell
78,610
-149
-0.2% -$4.55K 5.37% 5
2021
Q4 		$2.05M Sell
78,759
-2,367
-3% -$65.4K 5.04% 4
2021
Q3 		$2.1M Sell
81,126
-88
-0.1% -$2.22K 5.32% 4
2021
Q2 		$2.16M Buy
81,214
+8,384
+12% +$215K 5.49% 4
2021
Q1 		$1.73M Buy
72,830
+168
+0.2% +$3.82K 5.21% 3
2020
Q4 		$1.46M Sell
72,662
-1,770
-2% -$35.9K 4.72% 5
2020
Q3 		$1.46M Buy
74,432
+3,304
+5% +$67.3K 5.34% 3
2020
Q2 		$1.35M Sell
71,128
-4,250
-6% -$79.1K 5.14% 4
2020
Q1 		$1.07M Sell
75,378
-10,120
-12% -$196K 4.64% 5
2019
Q4 		$2.03M Sell
85,498
-20,829
-20% -$477K 5.01% 4
2019
Q3 		$2.56M Sell
106,327
-1,032
-1% -$26K 4.93% 5
2019
Q2 		$3.01M Sell
107,359
-18,587
-15% -$517K 5.21% 3
2019
Q1 		$3.62M Buy
125,946
+22,415
+22% +$601K 5.59% 3
2018
Q4 		$2.28M Sell
103,531
-1,069
-1% -$26.7K 4.7% 4
2018
Q3 		$2.84M Buy
104,600
+71,768
+219% +$2.08M 5.23% 3
2018
Q2 		$890K Sell
32,832
-72,498
-69% -$1.91M 1.99% 16
2018
Q1 		$2.62M Sell
105,330
-5,454
-5% -$161K 5.21% 2
2017
Q4 		$3.38M Sell
110,784
-238,646
-68% -$6.94M 5.75% 2
2017
Q3 		$10.5M Buy
349,430
+45,612
+15% +$1.39M 4.77% 6
2017
Q2 		$9.2M Sell
303,818
-13,146
-4% -$392K 4.77% 6
2017
Q1 		$9.37M Sell
316,964
-134,559
-30% -$3.89M 5.32% 5
2016
Q4 		$14.1M Buy
451,523
+160,901
+55% +$4.85M 9.43% 1
2016
Q3 		$8.93M Sell
290,622
-37,028
-11% -$983K 7.18% 2
2016
Q2 		$7.09M Buy
+327,650
New +$6.58M 6.59% 2

Other funds holding WMB

CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

SL Advisors's WMB Position: Q2 2026 in Review

SL Advisors reduced its Williams Companies (WMB) stake by 2.3% in Q2 2026, selling an estimated $113K and leaving 64,189 shares worth $4.77M. The position accounts for 8.35% of the portfolio, ranked #3.

SL Advisors first reported a position in WMB in Q2 2016 and has held it in 41 quarters since. The position peaked at $14.1M in Q4 2016. 279 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • SL Advisors held 64,189 shares of Williams Companies worth $4.77M as of Q2 2026.
  • SL Advisors sold 1,533 Williams Companies shares in Q2 2026, an estimated $113K.
  • Williams Companies made up 8.35% of SL Advisors's portfolio in Q2 2026, its #3 holding.
  • SL Advisors first reported a position in Williams Companies in Q2 2016 and has held it in 41 quarters since.
  • SL Advisors's Williams Companies position peaked at $14.1M in Q4 2016.
  • 279 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on SL Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.