Drucker Wealth 3.0’s Williams Companies WMB Stock Holding History

Drucker Wealth 3.0’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	$2.31M	Buy	31,081 +145	+0.5%	+$10.7K	0.37%	59
2026 Q1	$2.25M	Buy	30,936 +1,753	+6%	+$121K	0.39%	57
2025 Q4	$1.75M	Buy	29,183 +386	+1%	+$23.3K	0.31%	67
2025 Q3	$1.82M	Buy	28,797 +13,917	+94%	+$817K	0.32%	70
2025 Q2	$861K	Buy	+14,880	New	+$879K	0.17%	103
2024 Q4	–	Sell	-72,560	Closed	-$3.31M	–	161
2024 Q3	$3.31M	Buy	72,560 +1,376	+2%	+$60.5K	0.8%	41
2024 Q2	$3.03M	Buy	+71,184	New	+$2.86M	0.8%	42

Other funds holding WMB

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 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

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

VFM

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Drucker Wealth 3.0's WMB Position: Q2 2026 in Review

Drucker Wealth 3.0 increased its Williams Companies (WMB) stake by 0.47% in Q2 2026, buying an estimated $10.7K and bringing the position to 31,081 shares worth $2.31M. The position accounts for 0.37% of the portfolio, ranked #59.

Drucker Wealth 3.0 first reported a position in WMB in Q2 2024 and has held it in 7 quarters since. The position peaked at $3.31M in Q3 2024. 279 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Drucker Wealth 3.0 held 31,081 shares of Williams Companies worth $2.31M as of Q2 2026.
Drucker Wealth 3.0 bought 145 Williams Companies shares in Q2 2026, an estimated $10.7K.
Williams Companies made up 0.37% of Drucker Wealth 3.0's portfolio in Q2 2026, its #59 holding.
Drucker Wealth 3.0 first reported a position in Williams Companies in Q2 2024 and has held it in 7 quarters since.
Drucker Wealth 3.0's Williams Companies position peaked at $3.31M in Q3 2024.
279 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Drucker Wealth 3.0's 13F filing for Q2 2026, filed 13 Jul 2026.