Empirical Wealth Management’s Williams Companies WMB Stock Holding History

Empirical 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	$2.7M	Sell	36,311 -4,556	-11%	-$335K	0.04%	233
2026 Q1	$2.97M	Buy	40,867 +6,061	+17%	+$420K	0.05%	207
2025 Q4	$2.09M	Sell	34,806 -366	-1%	-$22.1K	0.04%	245
2025 Q3	$2.23M	Buy	35,172 +4,410	+14%	+$259K	0.04%	228
2025 Q2	$1.93M	Buy	30,762 +3,491	+13%	+$206K	0.04%	234
2025 Q1	$1.63M	Buy	27,271 +20,283	+290%	+$1.16M	0.04%	238
2024 Q4	$378K	Buy	+6,988	New	+$377K	0.01%	452

Other funds holding WMB

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

CAI

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

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

Empirical Wealth Management reduced its Williams Companies (WMB) stake by 11% in Q2 2026, selling an estimated $335K and leaving 36,311 shares worth $2.7M. The position accounts for 0.04% of the portfolio, ranked #233.

Empirical Wealth Management first reported a position in WMB in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.97M in Q1 2026. 773 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Empirical Wealth Management held 36,311 shares of Williams Companies worth $2.7M as of Q2 2026.
Empirical Wealth Management sold 4,556 Williams Companies shares in Q2 2026, an estimated $335K.
Williams Companies made up 0.04% of Empirical Wealth Management's portfolio in Q2 2026, its #233 holding.
Empirical Wealth Management first reported a position in Williams Companies in Q4 2024 and has held it in 7 quarters since.
Empirical Wealth Management's Williams Companies position peaked at $2.97M in Q1 2026.
773 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.