Stableford Capital II’s Williams Companies WMB Stock Holding History

Stableford Capital II’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	$1.51M	Buy	20,318 +289	+1%	+$21.3K	0.52%	42
2026 Q1	$1.46M	Sell	20,029 -5,043	-20%	-$349K	0.54%	48
2025 Q4	$1.51M	Sell	25,072 -384	-2%	-$23.2K	0.54%	55
2025 Q3	$1.61M	Buy	25,456 +254	+1%	+$14.9K	0.58%	44
2025 Q2	$1.46M	Sell	25,202 -727	-3%	-$42.9K	0.55%	38
2025 Q1	$1.52M	Buy	25,929 +14,887	+135%	+$852K	0.64%	38
2024 Q4	$598K	Hold	11,042	–	–	0.24%	102
2024 Q3	$557K	Hold	11,042	–	–	0.22%	108
2024 Q2	$471K	Hold	11,042	–	–	0.19%	116
2024 Q1	$430K	Hold	11,042	–	–	0.17%	112
2023 Q4	$384K	Hold	11,042	–	–	0.16%	108
2023 Q3	$382K	Hold	11,042	–	–	0.18%	91
2023 Q2	$387K	Buy	+11,042	New	+$331K	0.17%	95
2023 Q1	–	Sell	-11,042	Closed	-$360K	–	167
2022 Q4	$360K	Hold	11,042	–	–	0.2%	96
2022 Q3	$348K	Hold	11,042	–	–	0.17%	99
2022 Q2	$356K	Hold	11,042	–	–	0.16%	103
2022 Q1	$372K	Hold	11,042	–	–	0.16%	105
2021 Q4	$312K	Buy	11,042 +1,542	+16%	+$42.6K	0.13%	106
2021 Q3	$279K	Hold	9,500	–	–	0.14%	108
2021 Q2	$252K	Hold	9,500	–	–	0.12%	111
2021 Q1	$225K	Buy	+9,500	New	+$216K	0.11%	110
2020 Q3	–	Sell	-119,150	Closed	-$2.27M	–	71
2020 Q2	$2.27M	Buy	+119,150	New	+$2.22M	1.7%	18
2020 Q1	–	Sell	-73,383	Closed	-$1.74M	–	112
2019 Q4	$1.74M	Buy	+73,383	New	+$1.68M	1.59%	21
2018 Q4	–	Sell	-186,868	Closed	-$5.08M	–	107
2018 Q3	$5.08M	Buy	+186,868	New	+$5.42M	3.36%	6
2018 Q2	–	Sell	-86,537	Closed	-$2.15M	–	101
2018 Q1	$2.15M	Buy	86,537 +9,577	+12%	+$283K	1.51%	21
2017 Q4	$2.35M	Buy	76,960 +4,184	+6%	+$122K	1.58%	18
2017 Q3	$2.18M	Buy	72,776 +3,019	+4%	+$91.9K	1.59%	17
2017 Q2	$2.11M	Sell	69,757 -339	-0.5%	-$10.1K	1.69%	16
2017 Q1	$2.07M	Buy	+70,096	New	+$2.03M	1.8%	17

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) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

CNAM

Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 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

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Stableford Capital II's WMB Position: Q2 2026 in Review

Stableford Capital II increased its Williams Companies (WMB) stake by 1.4% in Q2 2026, buying an estimated $21.3K and bringing the position to 20,318 shares worth $1.51M. The position accounts for 0.52% of the portfolio, ranked #42.

Stableford Capital II first reported a position in WMB in Q1 2017 and has held it in 29 quarters since. The position peaked at $5.08M in Q3 2018. 364 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Stableford Capital II held 20,318 shares of Williams Companies worth $1.51M as of Q2 2026.
Stableford Capital II bought 289 Williams Companies shares in Q2 2026, an estimated $21.3K.
Williams Companies made up 0.52% of Stableford Capital II's portfolio in Q2 2026, its #42 holding.
Stableford Capital II first reported a position in Williams Companies in Q1 2017 and has held it in 29 quarters since.
Stableford Capital II's Williams Companies position peaked at $5.08M in Q3 2018.
364 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Stableford Capital II's 13F filing for Q2 2026, filed 6 Jul 2026.