Certified Advisory Corp’s Williams Companies WMB Stock Holding History

Certified Advisory Corp’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	$251K	Buy	3,371 +50	+2%	+$3.68K	0.02%	287
2026 Q1	$242K	Buy	+3,321	New	+$230K	0.02%	291
2021 Q2	–	Sell	-825	Closed	-$20K	–	743
2021 Q1	$20K	Buy	+825	New	+$18.7K	0.01%	493
2019 Q1	–	Sell	-128	Closed	-$3K	–	774
2018 Q4	$3K	Hold	128	–	–	﹤0.01%	674
2018 Q3	$3K	Buy	+128	New	+$3.71K	﹤0.01%	701
2018 Q1	–	Sell	-37	Closed	-$1K	–	786
2017 Q4	$1K	Buy	+37	New	+$1.08K	﹤0.01%	679

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

Certified Advisory Corp's WMB Position: Q2 2026 in Review

Certified Advisory Corp increased its Williams Companies (WMB) stake by 1.5% in Q2 2026, buying an estimated $3.68K and bringing the position to 3,371 shares worth $251K. The position accounts for 0.02% of the portfolio, ranked #287.

Certified Advisory Corp first reported a position in WMB in Q4 2017 and has held it in 6 quarters since. 559 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Certified Advisory Corp held 3,371 shares of Williams Companies worth $251K as of Q2 2026.
Certified Advisory Corp bought 50 Williams Companies shares in Q2 2026, an estimated $3.68K.
Williams Companies made up 0.02% of Certified Advisory Corp's portfolio in Q2 2026, its #287 holding.
Certified Advisory Corp first reported a position in Williams Companies in Q4 2017 and has held it in 6 quarters since.
559 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.