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Burney Company’s Williams Companies WMB Stock Holding History

Burney Company’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 		$1.58M Sell
21,316
-11,714
-35% -$862K 0.04% 277
2026
Q1 		$2.4M Sell
33,030
-12,496
-27% -$865K 0.08% 202
2025
Q4 		$2.74M Sell
45,526
-1,138
-2% -$68.8K 0.09% 204
2025
Q3 		$2.96M Sell
46,664
-2,185
-4% -$128K 0.09% 187
2025
Q2 		$3.07M Sell
48,849
-1,056
-2% -$62.3K 0.1% 173
2025
Q1 		$2.98M Buy
49,905
+1,348
+3% +$77.2K 0.11% 169
2024
Q4 		$2.63M Buy
48,557
+1,425
+3% +$76.8K 0.09% 185
2024
Q3 		$2.15M Sell
47,132
-1,763
-4% -$77.5K 0.08% 210
2024
Q2 		$2.08M Sell
48,895
-1,188
-2% -$47.7K 0.08% 221
2024
Q1 		$1.95M Buy
50,083
+1,437
+3% +$51.1K 0.07% 238
2023
Q4 		$1.69M Buy
48,646
+1,588
+3% +$55.7K 0.07% 256
2023
Q3 		$1.59M Buy
47,058
+3,157
+7% +$108K 0.07% 255
2023
Q2 		$1.43M Buy
+43,901
New +$1.32M 0.07% 276

Other funds holding WMB

CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 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
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
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Burney Company's WMB Position: Q2 2026 in Review

Burney Company reduced its Williams Companies (WMB) stake by 35% in Q2 2026, selling an estimated $862K and leaving 21,316 shares worth $1.58M. The position accounts for 0.04% of the portfolio, ranked #277.

Burney Company first reported a position in WMB in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.07M in Q2 2025. 398 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Burney Company held 21,316 shares of Williams Companies worth $1.58M as of Q2 2026.
  • Burney Company sold 11,714 Williams Companies shares in Q2 2026, an estimated $862K.
  • Williams Companies made up 0.04% of Burney Company's portfolio in Q2 2026, its #277 holding.
  • Burney Company first reported a position in Williams Companies in Q2 2023 and has held it in 13 quarters since.
  • Burney Company's Williams Companies position peaked at $3.07M in Q2 2025.
  • 398 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.