Swiss Life Asset Management’s Williams Companies WMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$31M Buy
417,076
+18,539
+5% +$1.36M 0.13% 130
2026
Q1
$29M Buy
398,537
+26,559
+7% +$1.84M 0.14% 124
2025
Q4
$22.4M Sell
371,978
-323,801
-47% -$19.6M 0.11% 146
2025
Q3
$44.1M Sell
695,779
-1,523
-0.2% -$89.4K 0.23% 83
2025
Q2
$43.8M Sell
697,302
-39,030
-5% -$2.3M 0.26% 79
2025
Q1
$44M Sell
736,332
-18,127
-2% -$1.04M 0.32% 69
2024
Q4
$40.8M Sell
754,459
-25,043
-3% -$1.35M 0.3% 68
2024
Q3
$35.6M Buy
779,502
+137,545
+21% +$6.05M 0.4% 54
2024
Q2
$27.3M Buy
641,957
+77,692
+14% +$3.12M 0.32% 65
2024
Q1
$22M Buy
564,265
+276,809
+96% +$9.84M 0.31% 74
2023
Q4
$10M Buy
287,456
+56,153
+24% +$1.97M 0.12% 196
2023
Q3
$7.79M Sell
231,303
-33,152
-13% -$1.13M 0.12% 197
2023
Q2
$8.63M Sell
264,455
-24,960
-9% -$749K 0.13% 202
2023
Q1
$8.64M Buy
289,415
+110,529
+62% +$3.41M 0.13% 201
2022
Q4
$5.89M Sell
178,886
-67,118
-27% -$2.19M 0.1% 243
2022
Q3
$7.04M Sell
246,004
-13,142
-5% -$428K 0.12% 201
2022
Q2
$8.09M Sell
259,146
-43,524
-14% -$1.5M 0.13% 186
2022
Q1
$10.1M Sell
302,670
-43,683
-13% -$1.33M 0.14% 163
2021
Q4
$9.02M Sell
346,353
-69,921
-17% -$1.93M 0.12% 207
2021
Q3
$10.8M Sell
416,274
-31,395
-7% -$791K 0.15% 164
2021
Q2
$10.5M Buy
447,669
+20,539
+5% +$526K 0.11% 186
2021
Q1
$10.1M Buy
427,130
+128,101
+43% +$2.91M 0.14% 180
2020
Q4
$6M Sell
299,029
-639,070
-68% -$13M 0.09% 259
2020
Q3
$18.4M Hold
938,099
0.27% 83
2020
Q2
$17.8M Sell
938,099
-12,101
-1% -$225K 0.29% 77
2020
Q1
$13.4M Buy
950,200
+191,849
+25% +$3.71M 0.26% 91
2019
Q4
$18M Sell
758,351
-389,580
-34% -$8.92M 0.34% 73
2019
Q3
$27.6M Sell
1,147,931
-45,289
-4% -$1.14M 0.36% 76
2019
Q2
$33.5M Buy
1,193,220
+51,710
+5% +$1.44M 0.4% 67
2019
Q1
$32.8M Buy
1,141,510
+283,060
+33% +$7.59M 0.42% 66
2018
Q4
$18.9M Buy
858,450
+54,157
+7% +$1.35M 0.39% 85
2018
Q3
$21.9M Sell
804,293
-131,933
-14% -$3.83M 0.29% 94
2018
Q2
$25.4M Buy
936,226
+365,596
+64% +$9.64M 0.38% 74
2018
Q1
$14.2M Buy
570,630
+561,427
+6,100% +$16.6M 0.25% 114
2017
Q4
$281K Sell
9,203
-3,953
-30% -$115K 0.01% 453
2017
Q3
$394K Buy
+13,156
New +$400K 0.01% 391
2017
Q1
Sell
-14,207
Closed -$442K 521
2016
Q4
$442K Hold
14,207
0.01% 383
2016
Q3
$435K Sell
14,207
-25,712
-64% -$682K 0.01% 380
2016
Q2
$861K Sell
39,919
-16,359
-29% -$328K 0.04% 183
2016
Q1
$904K Buy
56,278
+26,117
+87% +$449K 0.04% 201
2015
Q4
$775K Buy
+30,161
New +$1.05M 0.03% 181

Other funds holding WMB

Swiss Life Asset Management's WMB Position: Q2 2026 in Review

Swiss Life Asset Management increased its Williams Companies (WMB) stake by 4.7% in Q2 2026, buying an estimated $1.36M and bringing the position to 417,076 shares worth $31M. The position accounts for 0.13% of the portfolio, ranked #130.

Swiss Life Asset Management first reported a position in WMB in Q4 2015 and has held it in 41 quarters since. The position peaked at $44.1M in Q3 2025. 1,292 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Swiss Life Asset Management held 417,076 shares of Williams Companies worth $31M as of Q2 2026.
  • Swiss Life Asset Management bought 18,539 Williams Companies shares in Q2 2026, an estimated $1.36M.
  • Williams Companies made up 0.13% of Swiss Life Asset Management's portfolio in Q2 2026, its #130 holding.
  • Swiss Life Asset Management first reported a position in Williams Companies in Q4 2015 and has held it in 41 quarters since.
  • Swiss Life Asset Management's Williams Companies position peaked at $44.1M in Q3 2025.
  • 1,292 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.