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Aspen Investment Management’s Williams Companies WMB Stock Holding History

Aspen Investment 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 		$1.73M Buy
23,201
+14
+0.1% +$1.03K 0.46% 64
2026
Q1 		$1.69M Buy
23,187
+572
+3% +$39.6K 0.52% 66
2025
Q4 		$1.36M Buy
22,615
+261
+1% +$15.8K 0.41% 72
2025
Q3 		$1.42M Buy
22,354
+380
+2% +$22.3K 0.55% 56
2025
Q2 		$1.38M Buy
21,974
+1,300
+6% +$76.8K 0.58% 54
2025
Q1 		$1.24M Buy
20,674
+580
+3% +$33.2K 0.57% 53
2024
Q4 		$1.09M Hold
20,094
– – 0.5% 58
2024
Q3 		$917K Buy
20,094
+161
+0.8% +$7.08K 0.43% 67
2024
Q2 		$847K Buy
19,933
+518
+3% +$20.8K 0.42% 69
2024
Q1 		$757K Sell
19,415
-150
-0.8% -$5.33K 0.38% 78
2023
Q4 		$681K Buy
19,565
+3,211
+20% +$113K 0.38% 75
2023
Q3 		$550K Buy
16,354
+231
+1% +$7.88K 0.33% 83
2023
Q2 		$526K Buy
16,123
+779
+5% +$23.4K 0.31% 86
2023
Q1 		$458K Sell
15,344
-20
-0.1% -$618 0.29% 88
2022
Q4 		$505K Sell
15,364
-11,225
-42% -$365K 0.33% 85
2022
Q3 		$761K Buy
26,589
+2,250
+9% +$73.3K 0.51% 65
2022
Q2 		$760K Buy
24,339
+8,988
+59% +$310K 0.48% 70
2022
Q1 		$513K Buy
15,351
+265
+2% +$8.1K 0.27% 98
2021
Q4 		$393K Buy
15,086
+500
+3% +$13.8K 0.19% 115
2021
Q3 		$378K Buy
14,586
+4,517
+45% +$114K 0.2% 109
2021
Q2 		$267K Buy
10,069
+350
+4% +$8.96K 0.14% 134
2021
Q1 		$230K Buy
+9,719
New +$221K 0.13% 136
2020
Q1 		– Sell
-8,754
Closed -$208K – 127
2019
Q4 		$208K Hold
8,754
– – 0.13% 129
2019
Q3 		$211K Hold
8,754
– – 0.14% 126
2019
Q2 		$245K Sell
8,754
-550
-6% -$15.3K 0.16% 123
2019
Q1 		$267K Hold
9,304
– – 0.19% 112
2018
Q4 		$205K Sell
9,304
-6,774
-42% -$169K 0.16% 126
2018
Q3 		$437K Sell
16,078
-90
-0.6% -$2.61K 0.29% 95
2018
Q2 		$438K Hold
16,168
– – 0.3% 90
2018
Q1 		$402K Buy
16,168
+775
+5% +$22.9K 0.29% 94
2017
Q4 		$469K Hold
15,393
– – 0.33% 89
2017
Q3 		$462K Buy
15,393
+650
+4% +$19.8K 0.34% 84
2017
Q2 		$446K Buy
14,743
+660
+5% +$19.7K 0.34% 84
2017
Q1 		$417K Buy
14,083
+550
+4% +$15.9K 0.31% 86
2016
Q4 		$421K Sell
13,533
-750
-5% -$22.6K 0.32% 80
2016
Q3 		$439K Hold
14,283
– – 0.35% 75
2016
Q2 		$309K Sell
14,283
-100
-0.7% -$2.01K 0.25% 88
2016
Q1 		$231K Sell
14,383
-1,300
-8% -$22.4K 0.21% 106
2015
Q4 		$403K Sell
15,683
-87
-0.6% -$3.04K 0.4% 68
2015
Q3 		$581K Sell
15,770
-400
-2% -$19.9K 0.57% 53
2015
Q2 		$928K Hold
16,170
– – 0.78% 37
2015
Q1 		$818K Buy
16,170
+162
+1% +$7.51K 0.65% 42
2014
Q4 		$719K Sell
16,008
-87
-0.5% -$4.45K 0.6% 46
2014
Q3 		$891K Sell
16,095
-21,070
-57% -$1.21M 0.75% 38
2014
Q2 		$2.16M Buy
37,165
+690
+2% +$32K 1.32% 22
2014
Q1 		$1.48M Sell
36,475
-1,220
-3% -$49.4K 0.94% 32
2013
Q4 		$1.45M Sell
37,695
-30
-0.1% -$1.08K 0.97% 33
2013
Q3 		$1.37M Hold
37,725
– – 0.97% 31
2013
Q2 		$1.23M Buy
+37,725
New +$1.36M 0.83% 37

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

Aspen Investment Management's WMB Position: Q2 2026 in Review

Aspen Investment Management increased its Williams Companies (WMB) stake by 0.06% in Q2 2026, buying an estimated $1.03K and bringing the position to 23,201 shares worth $1.73M. The position accounts for 0.46% of the portfolio, ranked #64.

Aspen Investment Management first reported a position in WMB in Q2 2013 and has held it in 49 quarters since. The position peaked at $2.16M in Q2 2014. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Aspen Investment Management held 23,201 shares of Williams Companies worth $1.73M as of Q2 2026.
  • Aspen Investment Management bought 14 Williams Companies shares in Q2 2026, an estimated $1.03K.
  • Williams Companies made up 0.46% of Aspen Investment Management's portfolio in Q2 2026, its #64 holding.
  • Aspen Investment Management first reported a position in Williams Companies in Q2 2013 and has held it in 49 quarters since.
  • Aspen Investment Management's Williams Companies position peaked at $2.16M in Q2 2014.
  • 514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Aspen Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.