Baker Tilly Wealth Management’s Williams Companies WMB Stock Holding History

Baker Tilly 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	$2.08M	Sell	27,996 -2,402	-8%	-$177K	0.44%	49
2026 Q1	$2.21M	Buy	30,398 +3,887	+15%	+$269K	0.54%	42
2025 Q4	$1.59M	Buy	26,511 +3,889	+17%	+$235K	0.39%	47
2025 Q3	$1.43M	Buy	22,622 +725	+3%	+$42.5K	0.32%	55
2025 Q2	$1.38M	Sell	21,897 -4,899	-18%	-$289K	0.49%	34
2025 Q1	$1.6M	Sell	26,796 -943	-3%	-$54K	0.63%	26
2024 Q4	$1.5M	Sell	27,739 -3,257	-11%	-$176K	0.59%	33
2024 Q3	$1.41M	Buy	30,996 +3,178	+11%	+$140K	0.63%	27
2024 Q2	$1.18M	Sell	27,818 -13,729	-33%	-$551K	0.48%	41
2024 Q1	$1.62M	Sell	41,547 -1,274	-3%	-$45.3K	0.29%	79
2023 Q4	$1.49M	Sell	42,821 -9,129	-18%	-$320K	0.24%	92
2023 Q3	$1.75M	Sell	51,950 -67,564	-57%	-$2.31M	0.29%	75
2023 Q2	$3.9M	Buy	119,514 +13,633	+13%	+$409K	0.41%	55
2023 Q1	$3.16M	Buy	105,881 +5,763	+6%	+$178K	0.36%	63
2022 Q4	$3.29M	Buy	100,118 +8,029	+9%	+$261K	0.41%	63
2022 Q3	$2.64M	Buy	92,089 +6,961	+8%	+$227K	0.36%	63
2022 Q2	$2.66M	Buy	85,128 +5,272	+7%	+$182K	0.35%	68
2022 Q1	$2.67M	Buy	79,856 +13,424	+20%	+$410K	0.3%	72
2021 Q4	$1.73M	Buy	66,432 +10,326	+18%	+$285K	0.19%	111
2021 Q3	$1.46M	Buy	56,106 +14,599	+35%	+$368K	0.19%	103
2021 Q2	$1.1M	Buy	41,507 +10,505	+34%	+$269K	0.18%	132
2021 Q1	$734K	Buy	+31,002	New	+$704K	0.15%	175

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

Baker Tilly Wealth Management's WMB Position: Q2 2026 in Review

Baker Tilly Wealth Management reduced its Williams Companies (WMB) stake by 7.9% in Q2 2026, selling an estimated $177K and leaving 27,996 shares worth $2.08M. The position accounts for 0.44% of the portfolio, ranked #49.

Baker Tilly Wealth Management first reported a position in WMB in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.9M in Q2 2023. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Baker Tilly Wealth Management held 27,996 shares of Williams Companies worth $2.08M as of Q2 2026.
Baker Tilly Wealth Management sold 2,402 Williams Companies shares in Q2 2026, an estimated $177K.
Williams Companies made up 0.44% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #49 holding.
Baker Tilly Wealth Management first reported a position in Williams Companies in Q1 2021 and has held it in 22 quarters since.
Baker Tilly Wealth Management's Williams Companies position peaked at $3.9M in Q2 2023.
514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.