Brown Miller Wealth Management’s Williams Companies WMB Stock Holding History

Brown Miller 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	$602K	Buy	8,093 +8	+0.1%	+$589	0.15%	110
2026 Q1	$588K	Buy	8,085 +108	+1%	+$7.48K	0.17%	106
2025 Q4	$479K	Buy	7,977 +10	+0.1%	+$605	0.13%	118
2025 Q3	$505K	Buy	7,967 +14	+0.2%	+$822	0.14%	116
2025 Q2	$500K	Buy	7,953 +414	+5%	+$24.4K	0.16%	104
2025 Q1	$451K	Buy	7,539 +759	+11%	+$43.4K	0.16%	110
2024 Q4	$367K	Sell	6,780 -281	-4%	-$15.1K	0.14%	87
2024 Q3	$322K	Buy	7,061 +26	+0.4%	+$1.14K	0.13%	96
2024 Q2	$299K	Buy	7,035 +18	+0.3%	+$722	0.12%	100
2024 Q1	$273K	Buy	7,017 +20	+0.3%	+$711	0.12%	105
2023 Q4	$244K	Sell	6,997 -397	-5%	-$13.9K	0.12%	115
2023 Q3	$249K	Buy	7,394 +13	+0.2%	+$444	0.14%	109
2023 Q2	$241K	Buy	7,381 +25	+0.3%	+$750	0.13%	110
2023 Q1	$220K	Sell	7,356 -1,273	-15%	-$39.3K	0.13%	109
2022 Q4	$284K	Buy	8,629 +39	+0.5%	+$1.27K	0.18%	100
2022 Q3	$245K	Sell	8,590 -2,957	-26%	-$96.3K	0.17%	104
2022 Q2	$360K	Buy	11,547 +40	+0.3%	+$1.38K	0.24%	78
2022 Q1	$384K	Buy	11,507 +467	+4%	+$14.3K	0.22%	78
2021 Q4	$287K	Buy	11,040 +1,931	+21%	+$53.4K	0.16%	103
2021 Q3	$236K	Buy	9,109 +30	+0.3%	+$755	0.15%	108
2021 Q2	$241K	Buy	9,079 +199	+2%	+$5.09K	0.15%	106
2021 Q1	$210K	Buy	+8,880	New	+$202K	0.15%	108

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

Brown Miller Wealth Management's WMB Position: Q2 2026 in Review

Brown Miller Wealth Management increased its Williams Companies (WMB) stake by 0.1% in Q2 2026, buying an estimated $589 and bringing the position to 8,093 shares worth $602K. The position accounts for 0.15% of the portfolio, ranked #110.

Brown Miller Wealth Management first reported a position in WMB in Q1 2021 and has held it in 22 quarters since. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Brown Miller Wealth Management held 8,093 shares of Williams Companies worth $602K as of Q2 2026.
Brown Miller Wealth Management bought 8 Williams Companies shares in Q2 2026, an estimated $589.
Williams Companies made up 0.15% of Brown Miller Wealth Management's portfolio in Q2 2026, its #110 holding.
Brown Miller Wealth Management first reported a position in Williams Companies in Q1 2021 and has held it in 22 quarters since.
514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Brown Miller Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.