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Slocum, Gordon & Co’s Williams Companies WMB Stock Holding History

Slocum, Gordon & Co’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 		$2.61M Sell
35,105
-3,900
-10% -$287K 1.73% 20
2026
Q1 		$2.84M Hold
39,005
– – 1.93% 17
2025
Q4 		$2.34M Sell
39,005
-412
-1% -$24.9K 1.7% 20
2025
Q3 		$2.5M Sell
39,417
-22,310
-36% -$1.31M 1.99% 17
2025
Q2 		$3.88M Sell
61,727
-2,400
-4% -$142K 3.12% 12
2025
Q1 		$3.83M Sell
64,127
-1,150
-2% -$65.8K 2.85% 13
2024
Q4 		$3.53M Sell
65,277
-1,600
-2% -$86.2K 2.91% 11
2024
Q3 		$3.05M Sell
66,877
-700
-1% -$30.8K 1.23% 19
2024
Q2 		$2.87M Sell
67,577
-70
-0.1% -$2.81K 2.14% 17
2024
Q1 		$2.64M Sell
67,647
-25
-0% -$888 1.96% 17
2023
Q4 		$2.36M Sell
67,672
-330
-0.5% -$11.6K 2.07% 15
2023
Q3 		$2.29M Sell
68,002
-1,475
-2% -$50.3K 1.99% 17
2023
Q2 		$2.27M Sell
69,477
-600
-0.9% -$18K 1.64% 18
2023
Q1 		$2.09M Sell
70,077
-43,400
-38% -$1.34M 1.74% 19
2022
Q4 		$3.73M Buy
+113,477
New +$3.69M 2.41% 15

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return

Slocum, Gordon & Co's WMB Position: Q2 2026 in Review

Slocum, Gordon & Co reduced its Williams Companies (WMB) stake by 10% in Q2 2026, selling an estimated $287K and leaving 35,105 shares worth $2.61M. The position accounts for 1.73% of the portfolio, ranked #20.

Slocum, Gordon & Co first reported a position in WMB in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.88M in Q2 2025. 635 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Slocum, Gordon & Co held 35,105 shares of Williams Companies worth $2.61M as of Q2 2026.
  • Slocum, Gordon & Co sold 3,900 Williams Companies shares in Q2 2026, an estimated $287K.
  • Williams Companies made up 1.73% of Slocum, Gordon & Co's portfolio in Q2 2026, its #20 holding.
  • Slocum, Gordon & Co first reported a position in Williams Companies in Q4 2022 and has held it in 15 quarters since.
  • Slocum, Gordon & Co's Williams Companies position peaked at $3.88M in Q2 2025.
  • 635 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Slocum, Gordon & Co's 13F filing for Q2 2026, filed 23 Jul 2026.