Dogwood Wealth Management’s Williams Companies WMB Stock Holding History

Dogwood Wealth Management’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	$15K	Buy	202 +65	+47%	+$4.78K	0.01%	305
2026 Q1	$9.97K	Buy	137 +82	+149%	+$5.68K	﹤0.01%	345
2025 Q4	$3.31K	Sell	55 -67	-55%	-$4.05K	﹤0.01%	485
2025 Q3	$7.73K	Sell	122 -43	-26%	-$2.52K	﹤0.01%	313
2025 Q2	$9.52K	Buy	165 +119	+259%	+$7.03K	﹤0.01%	289
2025 Q1	$2.75K	Buy	+46	New	+$2.63K	﹤0.01%	300
2024 Q3	–	Hold	0	–	–	–	290
2024 Q2	–	Hold	0	–	–	–	330
2024 Q1	–	Hold	0	–	–	–	333
2023 Q4	–	Hold	0	–	–	–	321

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

Dogwood Wealth Management's WMB Position: Q2 2026 in Review

Dogwood Wealth Management increased its Williams Companies (WMB) stake by 47% in Q2 2026, buying an estimated $4.78K and bringing the position to 202 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #305.

Dogwood Wealth Management first reported a position in WMB in Q1 2025 and has held it in 6 quarters since. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Dogwood Wealth Management held 202 shares of Williams Companies worth $15K as of Q2 2026.
Dogwood Wealth Management bought 65 Williams Companies shares in Q2 2026, an estimated $4.78K.
Williams Companies made up 0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #305 holding.
Dogwood Wealth Management first reported a position in Williams Companies in Q1 2025 and has held it in 6 quarters since.
514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.