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

Arista 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 		$1.18M Hold
15,883
– – 0.13% 91
2026
Q1 		$1.16M Hold
15,883
– – 0.14% 93
2025
Q4 		$955K Sell
15,883
-33
-0.2% -$2K 0.12% 93
2025
Q3 		$1.01M Hold
15,916
– – 0.13% 96
2025
Q2 		$1,000K Buy
+15,916
New +$940K 0.14% 95

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

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

Arista Wealth Management held its Williams Companies (WMB) position steady in Q2 2026 at 15,883 shares worth $1.18M. The position accounts for 0.13% of the portfolio, ranked #91.

Arista Wealth Management first reported a position in WMB in Q2 2025 and has held it in 5 quarters since. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Arista Wealth Management held 15,883 shares of Williams Companies worth $1.18M as of Q2 2026.
  • Arista Wealth Management left its Williams Companies share count unchanged in Q2 2026.
  • Williams Companies made up 0.13% of Arista Wealth Management's portfolio in Q2 2026, its #91 holding.
  • Arista Wealth Management first reported a position in Williams Companies in Q2 2025 and has held it in 5 quarters since.
  • 514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Arista Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.