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180 Wealth Advisors’s Williams Companies WMB Stock Holding History

180 Wealth Advisors’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 		$483K Sell
6,494
-1,532
-19% -$113K 0.05% 288
2026
Q1 		$584K Buy
8,026
+8
+0.1% +$554 0.07% 259
2025
Q4 		$482K Sell
8,018
-8,567
-52% -$518K 0.05% 272
2025
Q3 		$1.05M Buy
16,585
+571
+4% +$33.5K 0.13% 160
2025
Q2 		$1.01M Sell
16,014
-315
-2% -$18.6K 0.14% 147
2025
Q1 		$976K Buy
16,329
+8,249
+102% +$472K 0.16% 140
2024
Q4 		$437K Sell
8,080
-570
-7% -$30.7K 0.07% 245
2024
Q3 		$395K Sell
8,650
-153
-2% -$6.72K 0.06% 272
2024
Q2 		$376K Buy
8,803
+533
+6% +$21.4K 0.06% 269
2024
Q1 		$322K Buy
8,270
+703
+9% +$25K 0.06% 283
2023
Q4 		$269K Sell
7,567
-212
-3% -$7.44K 0.05% 300
2023
Q3 		$262K Buy
7,779
+261
+3% +$8.91K 0.06% 284
2023
Q2 		$246K Buy
7,518
+140
+2% +$4.2K 0.05% 289
2023
Q1 		$220K Buy
7,378
+22
+0.3% +$680 0.05% 321
2022
Q4 		$231K Sell
7,356
-209
-3% -$6.8K 0.05% 312
2022
Q3 		$217K Buy
7,565
+300
+4% +$9.77K 0.06% 307
2022
Q2 		$227K Buy
+7,265
New +$251K 0.06% 315
2019
Q1 		– Sell
-21,387
Closed -$582K – 285
2018
Q4 		$582K Hold
21,387
– – 0.27% 112
2018
Q3 		$582K Buy
+21,387
New +$621K 0.27% 112

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)
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FI
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

180 Wealth Advisors's WMB Position: Q2 2026 in Review

180 Wealth Advisors reduced its Williams Companies (WMB) stake by 19% in Q2 2026, selling an estimated $113K and leaving 6,494 shares worth $483K. The position accounts for 0.05% of the portfolio, ranked #288.

180 Wealth Advisors first reported a position in WMB in Q3 2018 and has held it in 19 quarters since. The position peaked at $1.05M in Q3 2025. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • 180 Wealth Advisors held 6,494 shares of Williams Companies worth $483K as of Q2 2026.
  • 180 Wealth Advisors sold 1,532 Williams Companies shares in Q2 2026, an estimated $113K.
  • Williams Companies made up 0.05% of 180 Wealth Advisors's portfolio in Q2 2026, its #288 holding.
  • 180 Wealth Advisors first reported a position in Williams Companies in Q3 2018 and has held it in 19 quarters since.
  • 180 Wealth Advisors's Williams Companies position peaked at $1.05M in Q3 2025.
  • 514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.