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 Q3	$2.35M	Sell	34,615 -490	-1%	-$35.6K	1.64%	19
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

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Slocum, Gordon & Co's WMB Position: Q3 2026 in Review

Slocum, Gordon & Co reduced its Williams Companies (WMB) stake by 1.4% in Q3 2026, selling an estimated $35.6K and leaving 34,615 shares worth $2.35M. The position accounts for 1.64% of the portfolio, ranked #19.

Slocum, Gordon & Co first reported a position in WMB in Q4 2022 and has held it in 16 quarters since. The position peaked at $3.88M in Q2 2025. 687 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

Slocum, Gordon & Co held 34,615 shares of Williams Companies worth $2.35M as of Q3 2026.
Slocum, Gordon & Co sold 490 Williams Companies shares in Q3 2026, an estimated $35.6K.
Williams Companies made up 1.64% of Slocum, Gordon & Co's portfolio in Q3 2026, its #19 holding.
Slocum, Gordon & Co first reported a position in Williams Companies in Q4 2022 and has held it in 16 quarters since.
Slocum, Gordon & Co's Williams Companies position peaked at $3.88M in Q2 2025.
687 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Slocum, Gordon & Co's 13F filing for Q3 2026, filed 19 Oct 2026.