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Apella Capital’s Williams Companies WMB Stock Holding History

Apella Capital’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 		$450K Buy
5,988
+134
+2% +$9.86K 0.01% 491
2026
Q1 		$417K Buy
5,854
+954
+19% +$66.1K 0.01% 488
2025
Q4 		$295K Buy
4,900
+32
+0.7% +$1.94K 0.01% 442
2025
Q3 		$304K Buy
4,868
+463
+11% +$27.2K 0.01% 390
2025
Q2 		$258K Buy
4,405
+123
+3% +$7.26K 0.01% 375
2025
Q1 		$242K Buy
4,282
+237
+6% +$13.6K 0.01% 346
2024
Q4 		$219K Buy
+4,045
New +$218K 0.01% 325

Other funds holding WMB

CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 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
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Apella Capital's WMB Position: Q2 2026 in Review

Apella Capital increased its Williams Companies (WMB) stake by 2.3% in Q2 2026, buying an estimated $9.86K and bringing the position to 5,988 shares worth $450K. The position accounts for 0.01% of the portfolio, ranked #491.

Apella Capital first reported a position in WMB in Q4 2024 and has held it in 7 quarters since. 279 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Apella Capital held 5,988 shares of Williams Companies worth $450K as of Q2 2026.
  • Apella Capital bought 134 Williams Companies shares in Q2 2026, an estimated $9.86K.
  • Williams Companies made up 0.01% of Apella Capital's portfolio in Q2 2026, its #491 holding.
  • Apella Capital first reported a position in Williams Companies in Q4 2024 and has held it in 7 quarters since.
  • 279 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.