Crewe Advisors’s Williams Companies WMB Stock Holding History

Crewe Advisors’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	$48K	Buy	646 +187	+41%	+$13.8K	﹤0.01%	449
2026 Q1	$33.4K	Buy	459 +65	+16%	+$4.5K	﹤0.01%	422
2025 Q4	$23.7K	Buy	394 +146	+59%	+$8.83K	﹤0.01%	460
2025 Q3	$15.7K	Buy	+248	New	+$14.6K	﹤0.01%	543
2024 Q3	–	Sell	-1,506	Closed	-$64K	–	1000
2024 Q2	$64K	Buy	1,506 +1,175	+355%	+$47.1K	0.01%	336
2024 Q1	$12.9K	Buy	+331	New	+$11.8K	﹤0.01%	579
2022 Q4	–	Sell	-36	Closed	-$1K	–	1304
2022 Q3	$1K	Buy	36 +12	+50%	+$391	﹤0.01%	1221
2022 Q2	$1K	Buy	+24	New	+$829	﹤0.01%	1114

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

Crewe Advisors's WMB Position: Q2 2026 in Review

Crewe Advisors increased its Williams Companies (WMB) stake by 41% in Q2 2026, buying an estimated $13.8K and bringing the position to 646 shares worth $48K. The position accounts for ﹤0.01% of the portfolio, ranked #449.

Crewe Advisors first reported a position in WMB in Q2 2022 and has held it in 8 quarters since. The position peaked at $64K in Q2 2024. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Crewe Advisors held 646 shares of Williams Companies worth $48K as of Q2 2026.
Crewe Advisors bought 187 Williams Companies shares in Q2 2026, an estimated $13.8K.
Williams Companies made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #449 holding.
Crewe Advisors first reported a position in Williams Companies in Q2 2022 and has held it in 8 quarters since.
Crewe Advisors's Williams Companies position peaked at $64K in Q2 2024.
514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.