SW
WMB icon

SVB Wealth’s Williams Companies WMB Stock Holding History

SVB Wealth’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 		$416K Sell
5,590
-369
-6% -$27.2K 0.03% 287
2026
Q1 		$434K Sell
5,959
-62
-1% -$4.29K 0.03% 278
2025
Q4 		$362K Sell
6,021
-668
-10% -$40.4K 0.02% 307
2025
Q3 		$424K Sell
6,689
-1,273
-16% -$74.7K 0.02% 309
2025
Q2 		$500K Buy
+7,962
New +$470K 0.03% 295
2025
Q1 		– Sell
-21,923
Closed -$1.19M – 1814
2024
Q4 		$1.19M Buy
+21,923
New +$1.18M 0.02% 286
2024
Q3 		– Sell
-24,379
Closed -$1.04M – 628
2024
Q2 		$1.04M Sell
24,379
-4,046
-14% -$162K 0.03% 313
2024
Q1 		$1.11M Buy
28,425
+3,690
+15% +$131K 0.02% 328
2023
Q4 		$862K Sell
24,735
-1,082
-4% -$38K 0.02% 361
2023
Q3 		$870K Sell
25,817
-2,347
-8% -$80.1K 0.02% 339
2023
Q2 		$919K Buy
28,164
+2,004
+8% +$60.1K 0.02% 357
2023
Q1 		$781K Sell
26,160
-8,382
-24% -$259K 0.01% 429
2022
Q4 		$1.14M Buy
34,542
+6,957
+25% +$226K 0.02% 376
2022
Q3 		$790K Buy
27,585
+14,027
+103% +$457K 0.01% 416
2022
Q2 		$423K Buy
13,558
+1,276
+10% +$44.1K 0.01% 476
2022
Q1 		$410K Sell
12,282
-2,425
-16% -$74.1K 0.01% 493
2021
Q4 		$383K Sell
14,707
-24,842
-63% -$687K 0.01% 509
2021
Q3 		$1.03M Buy
39,549
+1,218
+3% +$30.7K 0.01% 384
2021
Q2 		$1.02M Buy
38,331
+9,210
+32% +$236K 0.01% 382
2021
Q1 		$690K Buy
29,121
+9,265
+47% +$210K 0.01% 441
2020
Q4 		$398K Buy
19,856
+8,045
+68% +$163K 0.01% 533
2020
Q3 		$232K Buy
+11,811
New +$240K ﹤0.01% 588
2020
Q1 		– Sell
-8,670
Closed -$206K – 691
2019
Q4 		$206K Buy
+8,670
New +$199K ﹤0.01% 568
2018
Q1 		– Sell
-8,863
Closed -$270K – 472
2017
Q4 		$270K Sell
8,863
-8,726
-50% -$254K 0.01% 410
2017
Q3 		$528K Sell
17,589
-2,221
-11% -$67.6K 0.02% 344
2017
Q2 		$600K Buy
19,810
+213
+1% +$6.34K 0.02% 331
2017
Q1 		$580K Sell
19,597
-4,772
-20% -$138K 0.02% 328
2016
Q4 		$759K Sell
24,369
-143
-0.6% -$4.31K 0.03% 287
2016
Q3 		$753K Sell
24,512
-2,331
-9% -$61.9K 0.03% 287
2016
Q2 		$581K Sell
26,843
-8,853
-25% -$178K 0.02% 320
2016
Q1 		$574K Sell
35,696
-4,176
-10% -$71.8K 0.02% 328
2015
Q4 		$1.02M Sell
39,872
-34,833
-47% -$1.22M 0.04% 268
2015
Q3 		$2.75M Sell
74,705
-369
-0.5% -$18.4K 0.11% 174
2015
Q2 		$4.31M Buy
75,074
+1,777
+2% +$91.6K 0.14% 150
2015
Q1 		$3.71M Buy
73,297
+15,610
+27% +$724K 0.12% 171
2014
Q4 		$2.59M Buy
+57,687
New +$2.95M 0.08% 205

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

SVB Wealth's WMB Position: Q2 2026 in Review

SVB Wealth reduced its Williams Companies (WMB) stake by 6.2% in Q2 2026, selling an estimated $27.2K and leaving 5,590 shares worth $416K. The position accounts for 0.03% of the portfolio, ranked #287.

SVB Wealth first reported a position in WMB in Q4 2014 and has held it in 36 quarters since. The position peaked at $4.31M in Q2 2015. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • SVB Wealth held 5,590 shares of Williams Companies worth $416K as of Q2 2026.
  • SVB Wealth sold 369 Williams Companies shares in Q2 2026, an estimated $27.2K.
  • Williams Companies made up 0.03% of SVB Wealth's portfolio in Q2 2026, its #287 holding.
  • SVB Wealth first reported a position in Williams Companies in Q4 2014 and has held it in 36 quarters since.
  • SVB Wealth's Williams Companies position peaked at $4.31M in Q2 2015.
  • 514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.