TCV Trust & Wealth Management’s Williams Companies WMB Stock Holding History

TCV Trust & Wealth Management’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	$15.1M	Sell	203,669 -3,264	-2%	-$240K	1.15%	29
2026 Q1	$15.1M	Sell	206,933 -4,114	-2%	-$285K	1.26%	26
2025 Q4	$12.7M	Buy	211,047 +3,046	+1%	+$184K	1.02%	33
2025 Q3	$13.2M	Sell	208,001 -35	-0%	-$2.05K	1.1%	34
2025 Q2	$13.1M	Sell	208,036 -2,444	-1%	-$144K	1.14%	31
2025 Q1	$12.6M	Sell	210,480 -1,651	-0.8%	-$94.5K	1.17%	31
2024 Q4	$11.5M	Sell	212,131 -1,665	-0.8%	-$89.7K	1.06%	36
2024 Q3	$9.76M	Sell	213,796 -3,847	-2%	-$169K	0.87%	44
2024 Q2	$9.25M	Buy	217,643 +308	+0.1%	+$12.4K	0.88%	41
2024 Q1	$8.47M	Sell	217,335 -19	-0%	-$675	0.81%	46
2023 Q4	$7.57M	Buy	217,354 +1,006	+0.5%	+$35.3K	0.76%	45
2023 Q3	$7.29M	Buy	216,348 +4,783	+2%	+$163K	0.8%	44
2023 Q2	$6.9M	Buy	211,565 +8,726	+4%	+$262K	0.73%	48
2023 Q1	$6.06M	Buy	+202,839	New	+$6.27M	0.67%	52

Other funds holding WMB

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

TCV Trust & Wealth Management's WMB Position: Q2 2026 in Review

TCV Trust & Wealth Management reduced its Williams Companies (WMB) stake by 1.6% in Q2 2026, selling an estimated $240K and leaving 203,669 shares worth $15.1M. The position accounts for 1.15% of the portfolio, ranked #29.

TCV Trust & Wealth Management first reported a position in WMB in Q1 2023 and has held it in 14 quarters since. 784 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

TCV Trust & Wealth Management held 203,669 shares of Williams Companies worth $15.1M as of Q2 2026.
TCV Trust & Wealth Management sold 3,264 Williams Companies shares in Q2 2026, an estimated $240K.
Williams Companies made up 1.15% of TCV Trust & Wealth Management's portfolio in Q2 2026, its #29 holding.
TCV Trust & Wealth Management first reported a position in Williams Companies in Q1 2023 and has held it in 14 quarters since.
784 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on TCV Trust & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.