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Summit Trail Advisors’s Williams Companies WMB Stock Holding History

Summit Trail Advisors’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 		$4.2M Sell
56,062
-1,816
-3% -$134K 0.05% 231
2026
Q1 		$4.21M Buy
57,878
+12,976
+29% +$898K 0.06% 197
2025
Q4 		$2.7M Buy
44,902
+31
+0.1% +$1.87K 0.05% 269
2025
Q3 		$2.84M Buy
44,871
+13,439
+43% +$789K 0.04% 269
2025
Q2 		$1.97M Buy
+31,432
New +$1.86M 0.03% 272
2024
Q4 		– Sell
-12,174
Closed -$556K – 787
2024
Q3 		$556K Sell
12,174
-1,150
-9% -$50.5K 0.01% 379
2024
Q2 		$566K Buy
13,324
+3,678
+38% +$148K 0.01% 343
2024
Q1 		$376K Buy
9,646
+646
+7% +$23K 0.01% 407
2023
Q4 		$313K Sell
9,000
-2,138
-19% -$75K 0.01% 394
2023
Q3 		$375K Buy
11,138
+802
+8% +$27.4K 0.01% 328
2023
Q2 		$337K Buy
+10,336
New +$310K 0.01% 347
2020
Q4 		– Sell
-11,218
Closed -$217K – 250
2020
Q3 		$217K Buy
+11,218
New +$228K 0.04% 192
2018
Q2 		– Sell
-55,239
Closed -$1.18M – 691
2018
Q1 		$1.18M Sell
55,239
-516
-0.9% -$15.2K 0.2% 114
2017
Q4 		$1.83M Buy
+55,755
New +$1.62M 0.23% 84

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 Trail Advisors's WMB Position: Q2 2026 in Review

Summit Trail Advisors reduced its Williams Companies (WMB) stake by 3.1% in Q2 2026, selling an estimated $134K and leaving 56,062 shares worth $4.2M. The position accounts for 0.05% of the portfolio, ranked #231.

Summit Trail Advisors first reported a position in WMB in Q4 2017 and has held it in 14 quarters since. The position peaked at $4.21M in Q1 2026. 1,830 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Summit Trail Advisors held 56,062 shares of Williams Companies worth $4.2M as of Q2 2026.
  • Summit Trail Advisors sold 1,816 Williams Companies shares in Q2 2026, an estimated $134K.
  • Williams Companies made up 0.05% of Summit Trail Advisors's portfolio in Q2 2026, its #231 holding.
  • Summit Trail Advisors first reported a position in Williams Companies in Q4 2017 and has held it in 14 quarters since.
  • Summit Trail Advisors's Williams Companies position peaked at $4.21M in Q1 2026.
  • 1,830 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.