AFG
WMB icon

Albion Financial Group’s Williams Companies WMB Stock Holding History

Albion Financial Group’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 		$95.5K Sell
1,284
-2
-0.2% -$147 0.01% 237
2026
Q1 		$93.6K Buy
1,286
+102
+9% +$7.06K 0.01% 219
2025
Q4 		$71.2K Hold
1,184
– – ﹤0.01% 227
2025
Q3 		$75K Hold
1,184
– – ﹤0.01% 220
2025
Q2 		$74.4K Hold
1,184
– – ﹤0.01% 211
2025
Q1 		$70.8K Hold
1,184
– – 0.01% 222
2024
Q4 		$64.1K Buy
1,184
+184
+18% +$9.92K ﹤0.01% 233
2024
Q3 		$45.6K Hold
1,000
– – ﹤0.01% 249
2024
Q2 		$42.5K Hold
1,000
– – ﹤0.01% 249
2024
Q1 		$39K Hold
1,000
– – ﹤0.01% 241
2023
Q4 		$34.8K Sell
1,000
-139
-12% -$4.88K ﹤0.01% 245
2023
Q3 		$38.4K Buy
1,139
+139
+14% +$4.74K ﹤0.01% 225
2023
Q2 		$32.6K Hold
1,000
– – ﹤0.01% 244
2023
Q1 		$29.9K Hold
1,000
– – ﹤0.01% 233
2022
Q4 		$32.9K Hold
1,000
– – ﹤0.01% 230
2022
Q3 		$29K Sell
1,000
-28
-3% -$912 ﹤0.01% 239
2022
Q2 		$32K Hold
1,028
– – ﹤0.01% 240
2022
Q1 		$34K Sell
1,028
-2,492
-71% -$76.2K ﹤0.01% 277
2021
Q4 		$92K Sell
3,520
-1,681
-32% -$46.5K 0.01% 250
2021
Q3 		$135K Buy
5,201
+1
+0% +$25 0.01% 196
2021
Q2 		$138K Buy
+5,200
New +$133K 0.01% 200
2020
Q4 		$104K Buy
+5,198
New +$105K 0.01% 211
2014
Q4 		– Sell
-4,185
Closed -$232K – 186
2014
Q3 		$232K Buy
4,185
+1
+0% +$57 0.04% 158
2014
Q2 		$244K Buy
+4,184
New +$194K 0.04% 165

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

Albion Financial Group's WMB Position: Q2 2026 in Review

Albion Financial Group reduced its Williams Companies (WMB) stake by 0.16% in Q2 2026, selling an estimated $147 and leaving 1,284 shares worth $95.5K. The position accounts for 0.01% of the portfolio, ranked #237.

Albion Financial Group first reported a position in WMB in Q2 2014 and has held it in 24 quarters since. The position peaked at $244K in Q2 2014. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Albion Financial Group held 1,284 shares of Williams Companies worth $95.5K as of Q2 2026.
  • Albion Financial Group sold 2 Williams Companies shares in Q2 2026, an estimated $147.
  • Williams Companies made up 0.01% of Albion Financial Group's portfolio in Q2 2026, its #237 holding.
  • Albion Financial Group first reported a position in Williams Companies in Q2 2014 and has held it in 24 quarters since.
  • Albion Financial Group's Williams Companies position peaked at $244K in Q2 2014.
  • 514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.