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Evercore Wealth Management, LLC

SEC CIK
0001482689
Latest filing
Aug 14, 2026

WMB holding history

Williams Companies, Inc. in every 13F filed by Evercore Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WMB overviewAll 13F holders of WMBFull Q2 2026 holdings

Shares (Q2 2026)
2,347,956
Value
$174.5M
% of portfolio
2.5%
Quarters held
22
Since Q1 2021
Holdings of WMB by Evercore Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,347,956$174.5M2.5%−22,678−1.0%ReducedHolders
Q1 20262,370,634$172.5M2.7%−88,419−3.6%ReducedHolders
Q4 20252,459,053$147.8M2.2%−39,165−1.6%ReducedHolders
Q3 20252,498,218$158.3M2.3%−35,011−1.4%ReducedHolders
Q2 20252,533,229$159.1M2.5%−157,756−5.9%ReducedHolders
Q1 20252,690,985$160.8M2.6%−71,224−2.6%ReducedHolders
Q4 20242,762,209$149.5M2.2%−20,769−0.7%ReducedHolders
Q3 20242,782,978$127.0M1.9%−57,342−2.0%ReducedHolders
Q2 20242,840,320$120.7M1.9%−18,134−0.6%ReducedHolders
Q1 20242,858,454$111.4M1.7%+49,000+1.7%AddedHolders
Q4 20232,809,454$97.9M1.6%+18,629+0.7%AddedHolders
Q3 20232,790,825$94.0M1.8%+13,169+0.5%AddedHolders
Q2 20232,777,656$90.6M1.7%+34,603+1.3%AddedHolders
Q1 20232,743,053$81.9M1.6%+43,793+1.6%AddedHolders
Q4 20222,699,260$88.8M1.9%+31,894+1.2%AddedHolders
Q3 20222,667,366$76.4M1.7%+30,211+1.1%AddedHolders
Q2 20222,637,155$82.3M1.7%+31,911+1.2%AddedHolders
Q1 20222,605,244$87.0M1.5%+61,278+2.4%AddedHolders
Q4 20212,543,966$66.2M1.1%+53,019+2.1%AddedHolders
Q3 20212,490,947$64.6M1.2%+62,810+2.6%AddedHolders
Q2 20212,428,137$64.5M1.2%+209,841+9.5%AddedHolders
Q1 20212,218,296$52.6M1.0%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.