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ARS Wealth Advisors Group’s Williams Companies WMB Stock Holding History

ARS Wealth Advisors 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 		$242K Buy
3,249
+60
+2% +$4.42K 0.02% 201
2026
Q1 		$232K Buy
+3,189
New +$221K 0.02% 185
2025
Q4 		– Sell
-3,179
Closed -$201K – 201
2025
Q3 		$201K Buy
+3,179
New +$187K 0.02% 185

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 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

ARS Wealth Advisors Group's WMB Position: Q2 2026 in Review

ARS Wealth Advisors Group increased its Williams Companies (WMB) stake by 1.9% in Q2 2026, buying an estimated $4.42K and bringing the position to 3,249 shares worth $242K. The position accounts for 0.02% of the portfolio, ranked #201.

ARS Wealth Advisors Group first reported a position in WMB in Q3 2025 and has held it in 3 quarters since. 693 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • ARS Wealth Advisors Group held 3,249 shares of Williams Companies worth $242K as of Q2 2026.
  • ARS Wealth Advisors Group bought 60 Williams Companies shares in Q2 2026, an estimated $4.42K.
  • Williams Companies made up 0.02% of ARS Wealth Advisors Group's portfolio in Q2 2026, its #201 holding.
  • ARS Wealth Advisors Group first reported a position in Williams Companies in Q3 2025 and has held it in 3 quarters since.
  • 693 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2026, filed 16 Jul 2026.