Aaron Wealth Advisors’s Williams Companies WMB Stock Holding History

Aaron 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	$925K	Sell	12,439 -878	-7%	-$64.6K	0.05%	263
2026 Q1	$969K	Sell	13,317 -1,480	-10%	-$102K	0.06%	232
2025 Q4	$889K	Buy	14,797 +1,152	+8%	+$69.7K	0.05%	275
2025 Q3	$864K	Buy	13,645 +7,578	+125%	+$445K	0.05%	266
2025 Q2	$381K	Buy	6,067 +170	+3%	+$10K	0.04%	303
2025 Q1	$352K	Buy	5,897 +813	+16%	+$46.5K	0.04%	294
2024 Q4	$275K	Buy	+5,084	New	+$274K	0.03%	340
2022 Q2	–	Sell	-23,687	Closed	-$709K	–	849
2022 Q1	$709K	Buy	+23,687	New	+$724K	0.01%	426

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) 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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

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

Aaron Wealth Advisors reduced its Williams Companies (WMB) stake by 6.6% in Q2 2026, selling an estimated $64.6K and leaving 12,439 shares worth $925K. The position accounts for 0.05% of the portfolio, ranked #263.

Aaron Wealth Advisors first reported a position in WMB in Q1 2022 and has held it in 8 quarters since. The position peaked at $969K in Q1 2026. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Aaron Wealth Advisors held 12,439 shares of Williams Companies worth $925K as of Q2 2026.
Aaron Wealth Advisors sold 878 Williams Companies shares in Q2 2026, an estimated $64.6K.
Williams Companies made up 0.05% of Aaron Wealth Advisors's portfolio in Q2 2026, its #263 holding.
Aaron Wealth Advisors first reported a position in Williams Companies in Q1 2022 and has held it in 8 quarters since.
Aaron Wealth Advisors's Williams Companies position peaked at $969K in Q1 2026.
514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.