Trust Point Inc’s Williams Companies WMB Stock Holding History

Trust Point Inc’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	$685K	Sell	9,213 -116	-1%	-$8.54K	0.06%	172
2026 Q1	$679K	Buy	9,329 +3,776	+68%	+$261K	0.06%	176
2025 Q4	$334K	Sell	5,553 -48	-0.9%	-$2.9K	0.03%	340
2025 Q3	$355K	Buy	5,601 +145	+3%	+$8.51K	0.03%	319
2025 Q2	$343K	Sell	5,456 -712	-12%	-$42K	0.03%	271
2025 Q1	$369K	Sell	6,168 -192	-3%	-$11K	0.03%	289
2024 Q4	$344K	Sell	6,360 -464	-7%	-$25K	0.02%	389
2024 Q3	$312K	Sell	6,824 -974	-12%	-$42.8K	0.02%	388
2024 Q2	$331K	Sell	7,798 -929	-11%	-$37.3K	0.03%	352
2024 Q1	$340K	Sell	8,727 -188	-2%	-$6.68K	0.03%	374
2023 Q4	$311K	Buy	+8,915	New	+$313K	0.03%	389

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) 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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Trust Point Inc's WMB Position: Q2 2026 in Review

Trust Point Inc reduced its Williams Companies (WMB) stake by 1.2% in Q2 2026, selling an estimated $8.54K and leaving 9,213 shares worth $685K. The position accounts for 0.06% of the portfolio, ranked #172.

Trust Point Inc first reported a position in WMB in Q4 2023 and has held it in 11 quarters since. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Trust Point Inc held 9,213 shares of Williams Companies worth $685K as of Q2 2026.
Trust Point Inc sold 116 Williams Companies shares in Q2 2026, an estimated $8.54K.
Williams Companies made up 0.06% of Trust Point Inc's portfolio in Q2 2026, its #172 holding.
Trust Point Inc first reported a position in Williams Companies in Q4 2023 and has held it in 11 quarters since.
514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.