True North Advisors’s Williams Companies WMB Stock Holding History

True North 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	$220K	Buy	+2,963	New	+$218K	0.02%	268
2024 Q3	–	Sell	-17,385	Closed	-$739K	–	212
2024 Q2	$739K	Sell	17,385 -6,000	-26%	-$241K	0.2%	83
2024 Q1	$911K	Buy	+23,385	New	+$831K	0.25%	74
2023 Q4	–	Sell	-23,935	Closed	-$806K	–	218
2023 Q3	$806K	Hold	23,935	–	–	0.25%	77
2023 Q2	$781K	Sell	23,935 -20,667	-46%	-$620K	0.22%	89
2023 Q1	$1.33M	Sell	44,602 -10,333	-19%	-$319K	0.39%	62
2022 Q4	$1.81M	Hold	54,935	–	–	0.62%	41
2022 Q3	$1.57M	Sell	54,935 -670	-1%	-$21.8K	0.52%	46
2022 Q2	$1.74M	Sell	55,605 -5	-0%	-$173	0.54%	44
2022 Q1	$1.86M	Buy	55,610 +7,274	+15%	+$222K	0.5%	47
2021 Q4	$1.26M	Buy	48,336 +12,000	+33%	+$332K	0.21%	96
2021 Q3	$942K	Sell	36,336 -847	-2%	-$21.3K	0.19%	108
2021 Q2	$987K	Hold	37,183	–	–	0.21%	95
2021 Q1	$880K	Buy	37,183 +359	+1%	+$8.15K	0.21%	93
2020 Q4	$738K	Buy	36,824 +4,058	+12%	+$82.3K	0.19%	97
2020 Q3	$643K	Buy	32,766 +15,684	+92%	+$319K	0.19%	95
2020 Q2	$324K	Buy	+17,082	New	+$318K	0.08%	148

Other funds holding WMB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

True North Advisors's WMB Position: Q2 2026 in Review

True North Advisors opened a new position in Williams Companies (WMB) in Q2 2026: 2,963 shares worth $220K. The stake represents 0.02% of the portfolio and ranks #268 among its holdings. This is a return to the name: True North Advisors previously reported a position in WMB as recently as Q2 2024.

True North Advisors first reported a position in WMB in Q2 2020 and has held it in 17 quarters since. The position peaked at $1.86M in Q1 2022. 1,827 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

True North Advisors held 2,963 shares of Williams Companies worth $220K as of Q2 2026.
Williams Companies was a new True North Advisors position in Q2 2026.
Williams Companies made up 0.02% of True North Advisors's portfolio in Q2 2026, its #268 holding.
True North Advisors first reported a position in Williams Companies in Q2 2020 and has held it in 17 quarters since.
True North Advisors's Williams Companies position peaked at $1.86M in Q1 2022.
1,827 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on True North Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.