Williamson Legacy Group’s DT Midstream DTM Stock Holding History

Williamson Legacy Group’s Portfolio DTM Stock Details DTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.84M	Buy	12,519 +5,498	+78%	+$778K	0.91%	41
2026 Q1	$945K	Buy	7,021 +407	+6%	+$53.1K	0.71%	55
2025 Q4	$792K	Sell	6,614 -533	-7%	-$61.2K	0.62%	68
2025 Q3	$808K	Sell	7,147 -10,995	-61%	-$1.15M	0.62%	72
2025 Q2	$1.99M	Buy	18,142 +1,274	+8%	+$129K	1.68%	12
2025 Q1	$1.63M	Buy	16,868 +12,684	+303%	+$1.27M	1.55%	15
2024 Q4	$416K	Buy	+4,184	New	+$398K	0.28%	90

Other funds holding DTM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Williamson Legacy Group's DTM Position: Q2 2026 in Review

Williamson Legacy Group increased its DT Midstream (DTM) stake by 78% in Q2 2026, buying an estimated $778K and bringing the position to 12,519 shares worth $1.84M. The position accounts for 0.91% of the portfolio, ranked #41.

Williamson Legacy Group first reported a position in DTM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.99M in Q2 2025. 709 funds tracked by Wall St. Rank hold DTM as of Q2 2026.

Williamson Legacy Group held 12,519 shares of DT Midstream worth $1.84M as of Q2 2026.
Williamson Legacy Group bought 5,498 DT Midstream shares in Q2 2026, an estimated $778K.
DT Midstream made up 0.91% of Williamson Legacy Group's portfolio in Q2 2026, its #41 holding.
Williamson Legacy Group first reported a position in DT Midstream in Q4 2024 and has held it in 7 quarters since.
Williamson Legacy Group's DT Midstream position peaked at $1.99M in Q2 2025.
709 funds tracked by Wall St. Rank held DT Midstream as of Q2 2026.

Based on Williamson Legacy Group's 13F filing for Q2 2026, filed 13 Aug 2026.