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B. Riley Wealth Advisors’s Williams Companies WMB Stock Holding History

B. Riley Wealth Advisors’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 		$495K Buy
6,595
+321
+5% +$23.6K 0.03% 479
2026
Q1 		$455K Sell
6,274
-1,215
-16% -$84.1K 0.03% 460
2025
Q4 		$450K Sell
7,489
-74
-1% -$4.47K 0.02% 564
2025
Q3 		$479K Buy
7,563
+1,627
+27% +$95.5K 0.02% 545
2025
Q2 		$373K Buy
+5,936
New +$350K 0.02% 634
2024
Q4 		$5.06M Sell
93,548
-22,435
-19% -$1.21M 0.17% 137
2024
Q3 		$5.32M Sell
115,983
-48,377
-29% -$2.13M 0.15% 152
2024
Q2 		$6.99M Sell
164,360
-47,001
-22% -$1.89M 0.18% 118
2024
Q1 		$7.12M Buy
211,361
+6,254
+3% +$222K 0.19% 115
2023
Q4 		$7.14M Sell
205,107
-6,254
-3% -$219K 0.19% 117
2023
Q3 		$7.12M Buy
211,361
+3,019
+1% +$103K 0.19% 115
2023
Q2 		$6.8M Sell
208,342
-728
-0.3% -$21.8K 0.15% 140
2023
Q1 		$6.24M Sell
209,070
-13,927
-6% -$430K 0.17% 141
2022
Q4 		$7.34M Sell
222,997
-42,248
-16% -$1.38M 0.21% 111
2022
Q3 		$7.59M Buy
265,245
+86,611
+48% +$2.82M 0.23% 94
2022
Q2 		$5.58M Sell
178,634
-352
-0.2% -$12.2K 0.23% 94
2022
Q1 		$5.98M Sell
178,986
-9,821
-5% -$300K 0.2% 112
2021
Q4 		$4.92M Buy
188,807
+5,311
+3% +$147K 0.14% 154
2021
Q3 		$4.76M Buy
183,496
+728
+0.4% +$18.3K 0.15% 151
2021
Q2 		$4.85M Sell
182,768
-1,508
-0.8% -$38.6K 0.16% 151
2021
Q1 		$4.37M Buy
184,276
+167,574
+1,003% +$3.81M 0.15% 153
2020
Q4 		$336K Sell
16,702
-712
-4% -$14.4K 0.02% 697
2020
Q3 		$343K Sell
17,414
-211
-1% -$4.3K 0.02% 671
2020
Q2 		$336K Sell
17,625
-4,581
-21% -$85.2K 0.02% 592
2020
Q1 		$315K Buy
22,206
+5,909
+36% +$114K 0.03% 524
2019
Q4 		$388K Sell
16,297
-4,182
-20% -$95.8K 0.03% 509
2019
Q3 		$494K Buy
20,479
+2,261
+12% +$57K 0.05% 412
2019
Q2 		$512K Buy
18,218
+971
+6% +$27K 0.06% 365
2019
Q1 		$495K Buy
17,247
+602
+4% +$16.1K 0.06% 347
2018
Q4 		$368K Sell
16,645
-22,888
-58% -$572K 0.05% 380
2018
Q3 		$1.08M Buy
39,533
+25,315
+178% +$735K 0.13% 178
2018
Q2 		$386K Buy
14,218
+3,564
+33% +$94K 0.05% 396
2018
Q1 		$266K Buy
10,654
+141
+1% +$4.16K 0.04% 491
2017
Q4 		$321K Sell
10,513
-12,167
-54% -$354K 0.04% 422
2017
Q3 		$685K Buy
22,680
+12,498
+123% +$380K 0.11% 198
2017
Q2 		$309K Buy
10,182
+726
+8% +$21.6K 0.06% 354
2017
Q1 		$280K Sell
9,456
-1,228
-11% -$35.5K 0.06% 360
2016
Q4 		$333K Sell
10,684
-6,001
-36% -$181K 0.07% 324
2016
Q3 		$513K Buy
16,685
+7,410
+80% +$197K 0.1% 256
2016
Q2 		$201K Buy
+9,275
New +$186K 0.04% 535
2015
Q4 		– Sell
-10,006
Closed -$369K – 623
2015
Q3 		$369K Buy
10,006
+2,194
+28% +$109K 0.09% 296
2015
Q2 		$449K Sell
7,812
-9,290
-54% -$479K 0.11% 230
2015
Q1 		$865K Sell
17,102
-3,708
-18% -$172K 0.21% 126
2014
Q4 		$6.82K Buy
20,810
+13,879
+200% +$710K 0.15% 161
2014
Q3 		$384K Sell
6,931
-15,455
-69% -$888K 0.1% 275
2014
Q2 		$910K Buy
22,386
+15,457
+223% +$716K 0.21% 103
2014
Q1 		$281K Buy
6,929
+342
+5% +$13.9K 0.08% 282
2013
Q4 		$254K Buy
6,587
+256
+4% +$9.21K 0.08% 281
2013
Q3 		$230K Buy
6,331
+461
+8% +$16.2K 0.08% 288
2013
Q2 		$191K Buy
+5,870
New +$211K 0.06% 344

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

B. Riley Wealth Advisors's WMB Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Williams Companies (WMB) stake by 5.1% in Q2 2026, buying an estimated $23.6K and bringing the position to 6,595 shares worth $495K. The position accounts for 0.03% of the portfolio, ranked #479.

B. Riley Wealth Advisors first reported a position in WMB in Q2 2013 and has held it in 50 quarters since. The position peaked at $7.59M in Q3 2022. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • B. Riley Wealth Advisors held 6,595 shares of Williams Companies worth $495K as of Q2 2026.
  • B. Riley Wealth Advisors bought 321 Williams Companies shares in Q2 2026, an estimated $23.6K.
  • Williams Companies made up 0.03% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #479 holding.
  • B. Riley Wealth Advisors first reported a position in Williams Companies in Q2 2013 and has held it in 50 quarters since.
  • B. Riley Wealth Advisors's Williams Companies position peaked at $7.59M in Q3 2022.
  • 514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.