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CWA Asset Management Group’s Williams Companies WMB Stock Holding History

CWA Asset Management 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 		$721K Buy
9,694
+337
+4% +$24.8K 0.02% 443
2026
Q1 		$681K Buy
9,357
+1,077
+13% +$74.6K 0.02% 435
2025
Q4 		$498K Buy
8,280
+441
+6% +$26.7K 0.02% 460
2025
Q3 		$497K Sell
7,839
-1,601
-17% -$94K 0.02% 466
2025
Q2 		$593K Buy
9,440
+1,976
+26% +$117K 0.03% 429
2025
Q1 		$446K Sell
7,464
-11
-0.1% -$630 0.02% 449
2024
Q4 		$405K Buy
7,475
+894
+14% +$48.2K 0.02% 423
2024
Q3 		$300K Buy
+6,581
New +$289K 0.02% 476
2023
Q4 		– Sell
-11,100
Closed -$374K – 444
2023
Q3 		$374K Buy
11,100
+1,449
+15% +$49.5K 0.03% 254
2023
Q2 		$315K Buy
9,651
+1,364
+16% +$40.9K 0.02% 270
2023
Q1 		$247K Buy
8,287
+2,075
+33% +$64.1K 0.02% 279
2022
Q4 		$204K Buy
+6,212
New +$202K 0.02% 303
2022
Q3 		– Sell
-10,913
Closed -$341K – 326
2022
Q2 		$341K Sell
10,913
-373
-3% -$12.9K 0.03% 218
2022
Q1 		$377K Buy
11,286
+1,711
+18% +$52.3K 0.03% 213
2021
Q4 		$249K Sell
9,575
-1,802
-16% -$49.8K 0.02% 257
2021
Q3 		$295K Buy
11,377
+2,444
+27% +$61.5K 0.02% 226
2021
Q2 		$239K Buy
+8,933
New +$229K 0.02% 248
2020
Q2 		– Sell
-29,946
Closed -$424K – 259
2020
Q1 		$424K Buy
29,946
+10,380
+53% +$201K 0.08% 129
2019
Q4 		$464K Buy
+19,566
New +$448K 0.07% 144
2019
Q2 		– Sell
-7,108
Closed -$204K – 248
2019
Q1 		$204K Buy
+7,108
New +$191K 0.04% 201
2018
Q4 		– Sell
-14,547
Closed -$396K – 225
2018
Q3 		$396K Buy
+14,547
New +$422K 0.09% 131

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

CWA Asset Management Group's WMB Position: Q2 2026 in Review

CWA Asset Management Group increased its Williams Companies (WMB) stake by 3.6% in Q2 2026, buying an estimated $24.8K and bringing the position to 9,694 shares worth $721K. The position accounts for 0.02% of the portfolio, ranked #443.

CWA Asset Management Group first reported a position in WMB in Q3 2018 and has held it in 21 quarters since. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • CWA Asset Management Group held 9,694 shares of Williams Companies worth $721K as of Q2 2026.
  • CWA Asset Management Group bought 337 Williams Companies shares in Q2 2026, an estimated $24.8K.
  • Williams Companies made up 0.02% of CWA Asset Management Group's portfolio in Q2 2026, its #443 holding.
  • CWA Asset Management Group first reported a position in Williams Companies in Q3 2018 and has held it in 21 quarters since.
  • 514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.