Townsend & Associates’s Williams Companies WMB Stock Holding History

Townsend & Associates’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	$294K	Sell	3,960 -65	-2%	-$4.78K	0.03%	100
2026 Q1	$286K	Sell	4,025 -1,531	-28%	-$106K	0.02%	100
2025 Q4	$335K	Hold	5,556	–	–	0.03%	94
2025 Q3	$347K	Hold	5,556	–	–	0.03%	90
2025 Q2	$321K	Hold	5,556	–	–	0.03%	91
2025 Q1	$314K	Hold	5,556	–	–	0.03%	84
2024 Q4	$337K	Hold	5,556	–	–	0.03%	86
2024 Q3	$290K	Hold	5,556	–	–	0.03%	90
2024 Q2	$236K	Sell	5,556 -445	-7%	-$17.9K	0.03%	95
2024 Q1	$233K	Sell	6,001 -773	-11%	-$27.5K	0.03%	96
2023 Q4	$231K	Sell	6,774 -177	-3%	-$6.21K	0.03%	95
2023 Q3	$237K	Hold	6,951	–	–	0.05%	91
2023 Q2	$236K	Buy	+6,951	New	+$209K	0.06%	108

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

Townsend & Associates's WMB Position: Q2 2026 in Review

Townsend & Associates reduced its Williams Companies (WMB) stake by 1.6% in Q2 2026, selling an estimated $4.78K and leaving 3,960 shares worth $294K. The position accounts for 0.03% of the portfolio, ranked #100.

Townsend & Associates first reported a position in WMB in Q2 2023 and has held it in 13 quarters since. The position peaked at $347K in Q3 2025. 784 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Townsend & Associates held 3,960 shares of Williams Companies worth $294K as of Q2 2026.
Townsend & Associates sold 65 Williams Companies shares in Q2 2026, an estimated $4.78K.
Williams Companies made up 0.03% of Townsend & Associates's portfolio in Q2 2026, its #100 holding.
Townsend & Associates first reported a position in Williams Companies in Q2 2023 and has held it in 13 quarters since.
Townsend & Associates's Williams Companies position peaked at $347K in Q3 2025.
784 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Townsend & Associates's 13F filing for Q2 2026, filed 22 Jul 2026.