Annex Advisory Services’s Williams Companies WMB Stock Holding History

Annex Advisory Services’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	$9.6M	Sell	129,078 -13,630	-10%	-$1M	0.16%	83
2026 Q1	$10.4M	Sell	142,708 -93,572	-40%	-$6.48M	0.19%	84
2025 Q4	$14.2M	Buy	236,280 +4,765	+2%	+$288K	0.27%	74
2025 Q3	$14.7M	Buy	231,515 +37,637	+19%	+$2.21M	0.31%	64
2025 Q2	$12.2M	Buy	193,878 +16,407	+9%	+$969K	0.29%	66
2025 Q1	$10.6M	Buy	177,471 +7,938	+5%	+$454K	0.3%	65
2024 Q4	$9.18M	Buy	169,533 +4,119	+2%	+$222K	0.28%	68
2024 Q3	$7.55M	Buy	165,414 +16,553	+11%	+$728K	0.24%	73
2024 Q2	$6.33M	Buy	148,861 +50,938	+52%	+$2.04M	0.22%	74
2024 Q1	$3.82M	Buy	97,923 +3,837	+4%	+$136K	0.14%	89
2023 Q4	$3.28M	Buy	94,086 +10,132	+12%	+$356K	0.14%	95
2023 Q3	$2.83M	Buy	83,954 +9,482	+13%	+$324K	0.17%	81
2023 Q2	$2.43M	Buy	+74,472	New	+$2.24M	0.13%	85

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

Annex Advisory Services's WMB Position: Q2 2026 in Review

Annex Advisory Services reduced its Williams Companies (WMB) stake by 9.6% in Q2 2026, selling an estimated $1M and leaving 129,078 shares worth $9.6M. The position accounts for 0.16% of the portfolio, ranked #83.

Annex Advisory Services first reported a position in WMB in Q2 2023 and has held it in 13 quarters since. The position peaked at $14.7M in Q3 2025. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Annex Advisory Services held 129,078 shares of Williams Companies worth $9.6M as of Q2 2026.
Annex Advisory Services sold 13,630 Williams Companies shares in Q2 2026, an estimated $1M.
Williams Companies made up 0.16% of Annex Advisory Services's portfolio in Q2 2026, its #83 holding.
Annex Advisory Services first reported a position in Williams Companies in Q2 2023 and has held it in 13 quarters since.
Annex Advisory Services's Williams Companies position peaked at $14.7M in Q3 2025.
514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.