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Summit Financial’s Williams Companies WMB Stock Holding History

Summit Financial’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 		$6.21M Sell
83,500
-1,297
-2% -$95.4K 0.07% 295
2026
Q1 		$6.17M Sell
84,797
-2,823
-3% -$195K 0.08% 264
2025
Q4 		$5.27M Buy
87,620
+1,185
+1% +$71.6K 0.08% 248
2025
Q3 		$5.48M Buy
86,435
+1,949
+2% +$114K 0.08% 237
2025
Q2 		$5.31M Buy
84,486
+1,862
+2% +$110K 0.12% 153
2025
Q1 		$4.94M Buy
82,624
+965
+1% +$55.2K 0.14% 139
2024
Q4 		$4.42M Buy
81,659
+27,189
+50% +$1.47M 0.15% 116
2024
Q3 		$2.49M Buy
54,470
+47,090
+638% +$2.07M 0.1% 160
2024
Q2 		$314K Buy
+7,380
New +$296K 0.01% 410

Other funds holding WMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Summit Financial's WMB Position: Q2 2026 in Review

Summit Financial reduced its Williams Companies (WMB) stake by 1.5% in Q2 2026, selling an estimated $95.4K and leaving 83,500 shares worth $6.21M. The position accounts for 0.07% of the portfolio, ranked #295.

Summit Financial first reported a position in WMB in Q2 2024 and has held it in 9 quarters since. 1,833 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Summit Financial held 83,500 shares of Williams Companies worth $6.21M as of Q2 2026.
  • Summit Financial sold 1,297 Williams Companies shares in Q2 2026, an estimated $95.4K.
  • Williams Companies made up 0.07% of Summit Financial's portfolio in Q2 2026, its #295 holding.
  • Summit Financial first reported a position in Williams Companies in Q2 2024 and has held it in 9 quarters since.
  • 1,833 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.