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Adamsbrown Wealth Consultants’s Williams Companies WMB Stock Holding History

Adamsbrown Wealth Consultants’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 		$364K Buy
4,893
+1,015
+26% +$74.7K 0.07% 107
2026
Q1 		$282K Buy
+3,878
New +$268K 0.07% 105

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

Adamsbrown Wealth Consultants's WMB Position: Q2 2026 in Review

Adamsbrown Wealth Consultants increased its Williams Companies (WMB) stake by 26% in Q2 2026, buying an estimated $74.7K and bringing the position to 4,893 shares worth $364K. The position accounts for 0.07% of the portfolio, ranked #107.

Adamsbrown Wealth Consultants 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.

  • Adamsbrown Wealth Consultants held 4,893 shares of Williams Companies worth $364K as of Q2 2026.
  • Adamsbrown Wealth Consultants bought 1,015 Williams Companies shares in Q2 2026, an estimated $74.7K.
  • Williams Companies made up 0.07% of Adamsbrown Wealth Consultants's portfolio in Q2 2026, its #107 holding.
  • Adamsbrown Wealth Consultants 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 Adamsbrown Wealth Consultants's 13F filing for Q2 2026, filed 9 Jul 2026.