AWM
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Abound Wealth Management’s Williams Companies WMB Stock Holding History

Abound Wealth Management’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 		$58.9K Sell
792
-188
-19% -$13.8K 0.01% 215
2026
Q1 		$71.4K Buy
980
+110
+13% +$7.62K 0.02% 191
2025
Q4 		$52.3K Buy
870
+239
+38% +$14.4K 0.01% 221
2025
Q3 		$40K Sell
631
-3
-0.5% -$176 0.01% 242
2025
Q2 		$39.8K Hold
634
– – 0.01% 231
2025
Q1 		$37.9K Buy
634
+345
+119% +$19.7K 0.01% 220
2024
Q4 		$15.6K Buy
289
+14
+5% +$754 0.01% 324
2024
Q3 		$12.5K Buy
275
+28
+11% +$1.23K ﹤0.01% 377
2024
Q2 		$10.5K Sell
247
-30
-11% -$1.2K ﹤0.01% 360
2024
Q1 		$10.8K Buy
277
+29
+12% +$1.03K ﹤0.01% 356
2023
Q4 		$8.64K Sell
248
-19
-7% -$667 ﹤0.01% 399
2023
Q3 		$8.99K Buy
267
+20
+8% +$683 ﹤0.01% 350
2023
Q2 		$8.07K Buy
247
+28
+13% +$840 ﹤0.01% 382
2023
Q1 		$6.54K Buy
219
+61
+39% +$1.88K ﹤0.01% 349
2022
Q4 		$5.2K Buy
158
+55
+53% +$1.79K ﹤0.01% 344
2022
Q3 		$2.95K Buy
+103
New +$3.36K ﹤0.01% 430

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

Abound Wealth Management's WMB Position: Q2 2026 in Review

Abound Wealth Management reduced its Williams Companies (WMB) stake by 19% in Q2 2026, selling an estimated $13.8K and leaving 792 shares worth $58.9K. The position accounts for 0.01% of the portfolio, ranked #215.

Abound Wealth Management first reported a position in WMB in Q3 2022 and has held it in 16 quarters since. The position peaked at $71.4K in Q1 2026. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Abound Wealth Management held 792 shares of Williams Companies worth $58.9K as of Q2 2026.
  • Abound Wealth Management sold 188 Williams Companies shares in Q2 2026, an estimated $13.8K.
  • Williams Companies made up 0.01% of Abound Wealth Management's portfolio in Q2 2026, its #215 holding.
  • Abound Wealth Management first reported a position in Williams Companies in Q3 2022 and has held it in 16 quarters since.
  • Abound Wealth Management's Williams Companies position peaked at $71.4K in Q1 2026.
  • 514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.