Kennebec Savings Bank WMB Williams Companies Inc.

Ownership history in Kennebec Savings Bank  ·  8 quarters on record

AI Ownership Summary

Kennebec Savings Bank reported Williams Companies Inc. (WMB) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 1.22% in 2026 Q1. The latest visible filing shows WMB at 1.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this WMB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Kennebec Savings Bank's position in Williams Companies Inc., and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

WMB was reported at 1.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.22% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Kennebec Savings Bank held WMB — position size vs. price
% of Fund (quarterly)    WMB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 17,880 -743 -4.0% 1.07% $1.3M 2026-07-13 $74.46
2026 Q1 REDUCED 18,623 -123 -0.7% 1.22% $1.4M 2026-04-17 $70.63
2025 Q4 ADDED 18,746 +628 +3.5% 0.97% $1.1M 2026-01-22 $62.80
2025 Q3 ADDED 18,118 +75 +0.4% 1.05% $1.1M 2025-10-09 $61.68
2025 Q2 REDUCED 5.0% +2.7% 18,043 -951 -5.0% 1.11% $1.1M 2025-07-21 $55.91
2025 Q1 REDUCED 7.9% +6.0% 18,994 -1,631 -7.9% 1.20% $1.1M 2025-04-14 $55.13
2024 Q4 REDUCED 6.2% +11.4% 20,625 -1,363 -6.2% 1.16% $1.2M 2025-01-23 $56.67
2024 Q3 INITIATED 21,988 0.99% $1.0M 2024-11-04 $49.24

FAQ About Kennebec Savings Bank and WMB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Kennebec Savings Bank reported owning WMB?

Kennebec Savings Bank reported WMB across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported WMB position in Kennebec Savings Bank's portfolio?

The largest reported portfolio weight for WMB was 1.22% in 2026 Q1.

What is the latest reported WMB position on this page?

The most recent filing on this page is 2026 Q2, when Kennebec Savings Bank reported 17,880 shares, equal to 1.07% of portfolio, with an estimated market value of $1.3M.

What does the chart on this WMB ownership page compare?

The chart compares Kennebec Savings Bank's quarterly WMB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Kennebec Savings Bank time their WMB position?

Based on 13F filing dates vs. subsequent WMB price moves, Kennebec Savings Bank correctly timed 4 out of 7 reported position changes (57%). The annualised alpha on WMB relative to SPY over the holding period was +7.3%.

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