Stablepoint Partners’s Williams Companies WMB Stock Holding History

Stablepoint Partners’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	$2.29M	Sell	30,809 -1,331	-4%	-$97.9K	0.32%	94
2026 Q1	$2.34M	Sell	32,140 -106	-0.3%	-$7.34K	0.35%	87
2025 Q4	$1.94M	Sell	32,246 -360	-1%	-$21.8K	0.3%	100
2025 Q3	$2.07M	Buy	32,606 +704	+2%	+$41.3K	0.33%	93
2025 Q2	$2M	Buy	31,902 +214	+0.7%	+$12.6K	0.34%	90
2025 Q1	$1.89M	Sell	31,688 -4,429	-12%	-$254K	0.34%	88
2024 Q4	$1.95M	Sell	36,117 -596	-2%	-$32.1K	0.36%	92
2024 Q3	$1.68M	Sell	36,713 -2,301	-6%	-$101K	0.31%	96
2024 Q2	$1.67M	Sell	39,014 -688	-2%	-$27.6K	0.32%	93
2024 Q1	$1.55M	Buy	39,702 +13,132	+49%	+$467K	0.31%	100
2023 Q4	$925K	Buy	+26,570	New	+$932K	0.24%	115

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 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

Stablepoint Partners's WMB Position: Q2 2026 in Review

Stablepoint Partners reduced its Williams Companies (WMB) stake by 4.1% in Q2 2026, selling an estimated $97.9K and leaving 30,809 shares worth $2.29M. The position accounts for 0.32% of the portfolio, ranked #94.

Stablepoint Partners first reported a position in WMB in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.34M in Q1 2026. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Stablepoint Partners held 30,809 shares of Williams Companies worth $2.29M as of Q2 2026.
Stablepoint Partners sold 1,331 Williams Companies shares in Q2 2026, an estimated $97.9K.
Williams Companies made up 0.32% of Stablepoint Partners's portfolio in Q2 2026, its #94 holding.
Stablepoint Partners first reported a position in Williams Companies in Q4 2023 and has held it in 11 quarters since.
Stablepoint Partners's Williams Companies position peaked at $2.34M in Q1 2026.
514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Stablepoint Partners's 13F filing for Q2 2026, filed 9 Jul 2026.