Wilkinson Global Asset Management’s Williams Companies WMB Stock Holding History

Wilkinson Global Asset 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	$260K	Sell	3,500 -640	-15%	-$47.1K	0.02%	59
2026 Q1	$301K	Hold	4,140	–	–	0.02%	52
2025 Q4	$249K	Hold	4,140	–	–	0.02%	57
2025 Q3	$262K	Sell	4,140 -1,210	-23%	-$71K	0.02%	60
2025 Q2	$336K	Hold	5,350	–	–	0.02%	56
2025 Q1	$320K	Hold	5,350	–	–	0.02%	63
2024 Q4	$290K	Sell	5,350 -1,650	-24%	-$88.9K	0.02%	71
2024 Q3	$320K	Hold	7,000	–	–	0.02%	69
2024 Q2	$298K	Sell	7,000 -650	-8%	-$26.1K	0.02%	70
2024 Q1	$298K	Hold	7,650	–	–	0.02%	75
2023 Q4	$266K	Hold	7,650	–	–	0.02%	77
2023 Q3	$258K	Hold	7,650	–	–	0.02%	81
2023 Q2	$250K	Hold	7,650	–	–	0.02%	83
2023 Q1	$228K	Hold	7,650	–	–	0.02%	87
2022 Q4	$252K	Hold	7,650	–	–	0.02%	79
2022 Q3	$219K	Hold	7,650	–	–	0.02%	87
2022 Q2	$239K	Sell	7,650 -350	-4%	-$12.1K	0.02%	76
2022 Q1	$267K	Hold	8,000	–	–	0.02%	80
2021 Q4	$208K	Sell	8,000 -1,000	-11%	-$27.6K	0.01%	90
2021 Q3	$233K	Hold	9,000	–	–	0.01%	88
2021 Q2	$239K	Sell	9,000 -1,000	-10%	-$25.6K	0.01%	84
2021 Q1	$237K	Buy	+10,000	New	+$227K	0.02%	82

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

Wilkinson Global Asset Management's WMB Position: Q2 2026 in Review

Wilkinson Global Asset Management reduced its Williams Companies (WMB) stake by 15% in Q2 2026, selling an estimated $47.1K and leaving 3,500 shares worth $260K. The position accounts for 0.02% of the portfolio, ranked #59.

Wilkinson Global Asset Management first reported a position in WMB in Q1 2021 and has held it in 22 quarters since. The position peaked at $336K in Q2 2025. 1,830 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Wilkinson Global Asset Management held 3,500 shares of Williams Companies worth $260K as of Q2 2026.
Wilkinson Global Asset Management sold 640 Williams Companies shares in Q2 2026, an estimated $47.1K.
Williams Companies made up 0.02% of Wilkinson Global Asset Management's portfolio in Q2 2026, its #59 holding.
Wilkinson Global Asset Management first reported a position in Williams Companies in Q1 2021 and has held it in 22 quarters since.
Wilkinson Global Asset Management's Williams Companies position peaked at $336K in Q2 2025.
1,830 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Wilkinson Global Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.