DiNuzzo Private Wealth’s Williams Companies WMB Stock Holding History

DiNuzzo Private Wealth’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	$19.5K	Sell	262 -11	-4%	-$809	﹤0.01%	214
2026 Q1	$19.9K	Hold	273	–	–	﹤0.01%	197
2025 Q4	$16.4K	Hold	273	–	–	﹤0.01%	216
2025 Q3	$15.8K	Hold	273	–	–	﹤0.01%	209
2025 Q2	$17.1K	Buy	273 +56	+26%	+$3.31K	﹤0.01%	201
2025 Q1	$13K	Buy	217 +2	+0.9%	+$114	﹤0.01%	213
2024 Q4	$11.6K	Buy	215 +2	+0.9%	+$108	﹤0.01%	217
2024 Q3	$9.72K	Sell	213 -1	-0.5%	-$44	﹤0.01%	258
2024 Q2	$9.1K	Sell	214 -195	-48%	-$7.82K	﹤0.01%	208
2024 Q1	$15.9K	Hold	409	–	–	﹤0.01%	140
2023 Q4	$14.2K	Buy	+409	New	+$14.4K	﹤0.01%	149

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 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

DiNuzzo Private Wealth's WMB Position: Q2 2026 in Review

DiNuzzo Private Wealth reduced its Williams Companies (WMB) stake by 4% in Q2 2026, selling an estimated $809 and leaving 262 shares worth $19.5K. The position accounts for ﹤0.01% of the portfolio, ranked #214.

DiNuzzo Private Wealth first reported a position in WMB in Q4 2023 and has held it in 11 quarters since. The position peaked at $19.9K in Q1 2026. 684 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

DiNuzzo Private Wealth held 262 shares of Williams Companies worth $19.5K as of Q2 2026.
DiNuzzo Private Wealth sold 11 Williams Companies shares in Q2 2026, an estimated $809.
Williams Companies made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #214 holding.
DiNuzzo Private Wealth first reported a position in Williams Companies in Q4 2023 and has held it in 11 quarters since.
DiNuzzo Private Wealth's Williams Companies position peaked at $19.9K in Q1 2026.
684 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.