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

Aprio 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 		$543K Buy
7,305
+531
+8% +$39.1K 0.03% 363
2026
Q1 		$493K Buy
+6,774
New +$469K 0.03% 357

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

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

Aprio Wealth Management increased its Williams Companies (WMB) stake by 7.8% in Q2 2026, buying an estimated $39.1K and bringing the position to 7,305 shares worth $543K. The position accounts for 0.03% of the portfolio, ranked #363.

Aprio Wealth Management 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.

  • Aprio Wealth Management held 7,305 shares of Williams Companies worth $543K as of Q2 2026.
  • Aprio Wealth Management bought 531 Williams Companies shares in Q2 2026, an estimated $39.1K.
  • Williams Companies made up 0.03% of Aprio Wealth Management's portfolio in Q2 2026, its #363 holding.
  • Aprio Wealth Management 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 Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.