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Summit Securities Group’s Williams Companies WMB Stock Holding History

Summit Securities Group’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
2022
Q1 		– Sell
-3,600
Closed -$94K – 1395
2021
Q4 		$94K Buy
+3,600
New +$99.5K ﹤0.01% 691
2016
Q1 		– Sell
-306
Closed -$12K – 338
2015
Q4 		$12K Buy
+306
New +$10.7K ﹤0.01% 240

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 Securities Group's WMB Position: Q2 2026 in Review

Summit Securities Group reduced its Williams Companies (WMB) stake by 68% in Q2 2026, selling an estimated $45.4K and leaving 284 shares worth $21.1K. The position accounts for ﹤0.01% of the portfolio, ranked #710.

Summit Securities Group first reported a position in WMB in Q4 2013 and has held it in 24 quarters since. The position peaked at $4.64M in Q3 2014. 1,830 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Summit Securities Group held 284 shares of Williams Companies worth $21.1K as of Q2 2026.
  • Summit Securities Group sold 617 Williams Companies shares in Q2 2026, an estimated $45.4K.
  • Williams Companies made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #710 holding.
  • Summit Securities Group first reported a position in Williams Companies in Q4 2013 and has held it in 24 quarters since.
  • Summit Securities Group's Williams Companies position peaked at $4.64M in Q3 2014.
  • 1,830 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.