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Cooper Financial Group’s Williams Companies WMB Stock Holding History

Cooper Financial Group’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 		$333K Buy
4,483
+152
+4% +$11.2K 0.03% 324
2026
Q1 		$315K Buy
4,331
+651
+18% +$45.1K 0.03% 319
2025
Q4 		$221K Sell
3,680
-3,305
-47% -$200K 0.02% 357
2025
Q3 		$443K Sell
6,985
-320
-4% -$18.8K 0.05% 256
2025
Q2 		$459K Sell
7,305
-46
-0.6% -$2.72K 0.05% 249
2025
Q1 		$439K Buy
7,351
+627
+9% +$35.9K 0.06% 254
2024
Q4 		$364K Buy
6,724
+941
+16% +$50.7K 0.04% 277
2024
Q3 		$264K Sell
5,783
-2,530
-30% -$111K 0.03% 325
2024
Q2 		$353K Sell
8,313
-536
-6% -$21.5K 0.05% 269
2024
Q1 		$345K Sell
8,849
-339
-4% -$12K 0.06% 267
2023
Q4 		$320K Sell
9,188
-350
-4% -$12.3K 0.06% 265
2023
Q3 		$321K Sell
9,538
-3,239
-25% -$111K 0.08% 253
2023
Q2 		$417K Sell
12,777
-2,075
-14% -$62.3K 0.1% 218
2023
Q1 		$443K Sell
14,852
-39
-0.3% -$1.21K 0.12% 188
2022
Q4 		$490K Buy
14,891
+2,379
+19% +$77.4K 0.15% 150
2022
Q3 		$358K Sell
12,512
-489
-4% -$15.9K 0.13% 159
2022
Q2 		$406K Buy
13,001
+339
+3% +$11.7K 0.15% 145
2022
Q1 		$423K Buy
12,662
+4,706
+59% +$144K 0.16% 131
2021
Q4 		$207K Buy
+7,956
New +$220K 0.08% 223

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

Cooper Financial Group's WMB Position: Q2 2026 in Review

Cooper Financial Group increased its Williams Companies (WMB) stake by 3.5% in Q2 2026, buying an estimated $11.2K and bringing the position to 4,483 shares worth $333K. The position accounts for 0.03% of the portfolio, ranked #324.

Cooper Financial Group first reported a position in WMB in Q4 2021 and has held it in 19 quarters since. The position peaked at $490K in Q4 2022. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Cooper Financial Group held 4,483 shares of Williams Companies worth $333K as of Q2 2026.
  • Cooper Financial Group bought 152 Williams Companies shares in Q2 2026, an estimated $11.2K.
  • Williams Companies made up 0.03% of Cooper Financial Group's portfolio in Q2 2026, its #324 holding.
  • Cooper Financial Group first reported a position in Williams Companies in Q4 2021 and has held it in 19 quarters since.
  • Cooper Financial Group's Williams Companies position peaked at $490K in Q4 2022.
  • 514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.