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AAFMAA Wealth Management & Trust’s Williams Companies WMB Stock Holding History

AAFMAA Wealth Management & Trust’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 		$294K Buy
3,950
+67
+2% +$4.93K 0.1% 87
2026
Q1 		$283K Buy
+3,883
New +$269K 0.11% 89

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

AAFMAA Wealth Management & Trust's WMB Position: Q2 2026 in Review

AAFMAA Wealth Management & Trust increased its Williams Companies (WMB) stake by 1.7% in Q2 2026, buying an estimated $4.93K and bringing the position to 3,950 shares worth $294K. The position accounts for 0.1% of the portfolio, ranked #87.

AAFMAA Wealth Management & Trust first reported a position in WMB in Q1 2026 and has held it in 2 quarters since. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • AAFMAA Wealth Management & Trust held 3,950 shares of Williams Companies worth $294K as of Q2 2026.
  • AAFMAA Wealth Management & Trust bought 67 Williams Companies shares in Q2 2026, an estimated $4.93K.
  • Williams Companies made up 0.1% of AAFMAA Wealth Management & Trust's portfolio in Q2 2026, its #87 holding.
  • AAFMAA Wealth Management & Trust first reported a position in Williams Companies in Q1 2026 and has held it in 2 quarters since.
  • 514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on AAFMAA Wealth Management & Trust's 13F filing for Q2 2026, filed 8 Jul 2026.