Aurora Private Wealth’s Williams Companies WMB Stock Holding History

Aurora Private Wealth’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	$246K	Sell	3,308 -322	-9%	-$23.7K	0.16%	149
2026 Q1	$262K	Sell	3,630 -556	-13%	-$38.5K	0.19%	131
2025 Q4	$252K	Buy	+4,186	New	+$253K	0.17%	136
2025 Q2	$266K	Buy	4,229 +35	+0.8%	+$2.07K	0.2%	128
2025 Q1	$251K	Buy	4,194 +1	+0%	+$57	0.2%	119
2024 Q4	$227K	Sell	4,193 -1,031	-20%	-$55.6K	0.17%	136
2024 Q3	$238K	Buy	5,224 +8	+0.2%	+$352	0.19%	133
2024 Q2	$222K	Sell	5,216 -142	-3%	-$5.7K	0.19%	135
2024 Q1	$209K	Buy	+5,358	New	+$190K	0.18%	146

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) 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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Aurora Private Wealth's WMB Position: Q2 2026 in Review

Aurora Private Wealth reduced its Williams Companies (WMB) stake by 8.9% in Q2 2026, selling an estimated $23.7K and leaving 3,308 shares worth $246K. The position accounts for 0.16% of the portfolio, ranked #149.

Aurora Private Wealth first reported a position in WMB in Q1 2024 and has held it in 9 quarters since. The position peaked at $266K in Q2 2025. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Aurora Private Wealth held 3,308 shares of Williams Companies worth $246K as of Q2 2026.
Aurora Private Wealth sold 322 Williams Companies shares in Q2 2026, an estimated $23.7K.
Williams Companies made up 0.16% of Aurora Private Wealth's portfolio in Q2 2026, its #149 holding.
Aurora Private Wealth first reported a position in Williams Companies in Q1 2024 and has held it in 9 quarters since.
Aurora Private Wealth's Williams Companies position peaked at $266K in Q2 2025.
514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Aurora Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.