Cyndeo Wealth Partners’s Williams Companies WMB Stock Holding History

Cyndeo Wealth Partners’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	$4.74M	Buy	63,760 +60,206	+1,694%	+$4.43M	0.22%	109
2026 Q1	$259K	Sell	3,554 -144,349	-98%	-$9.99M	0.01%	433
2025 Q4	$8.89M	Buy	147,903 +5,480	+4%	+$331K	0.48%	57
2025 Q3	$9.02M	Sell	142,423 -608	-0.4%	-$35.7K	0.5%	51
2025 Q2	$8.98M	Buy	143,031 +6,102	+4%	+$360K	0.53%	50
2025 Q1	$8.18M	Sell	136,929 -13,378	-9%	-$766K	0.54%	53
2024 Q4	$8.13M	Buy	150,307 +2,497	+2%	+$135K	0.55%	58
2024 Q3	$6.75M	Sell	147,810 -9,935	-6%	-$437K	0.47%	65
2024 Q2	$6.7M	Buy	157,745 +2,217	+1%	+$88.9K	0.53%	53
2024 Q1	$6.06M	Buy	155,528 +15,978	+11%	+$568K	0.5%	57
2023 Q4	$4.86M	Buy	139,550 +11,403	+9%	+$400K	0.45%	71
2023 Q3	$4.32M	Buy	128,147 +3,420	+3%	+$117K	0.45%	69
2023 Q2	$4.07M	Buy	124,727 +2,415	+2%	+$72.5K	0.43%	74
2023 Q1	$3.65M	Buy	122,312 +4,955	+4%	+$153K	0.39%	83
2022 Q4	$3.86M	Buy	+117,357	New	+$3.82M	0.45%	74

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

Cyndeo Wealth Partners's WMB Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its Williams Companies (WMB) stake by 1,694% in Q2 2026, buying an estimated $4.43M and bringing the position to 63,760 shares worth $4.74M. The position accounts for 0.22% of the portfolio, ranked #109.

Cyndeo Wealth Partners first reported a position in WMB in Q4 2022 and has held it in 15 quarters since. The position peaked at $9.02M in Q3 2025. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Cyndeo Wealth Partners held 63,760 shares of Williams Companies worth $4.74M as of Q2 2026.
Cyndeo Wealth Partners bought 60,206 Williams Companies shares in Q2 2026, an estimated $4.43M.
Williams Companies made up 0.22% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #109 holding.
Cyndeo Wealth Partners first reported a position in Williams Companies in Q4 2022 and has held it in 15 quarters since.
Cyndeo Wealth Partners's Williams Companies position peaked at $9.02M in Q3 2025.
514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.