ETF Store’s Williams Companies WMB Stock Holding History

ETF Store’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	$231K	Buy	3,109 +13	+0.4%	+$957	0.19%	99
2026 Q1	$225K	Buy	+3,096	New	+$214K	0.22%	93
2024 Q2	–	Sell	-30,338	Closed	-$1.18M	–	109
2024 Q1	$1.18M	Buy	30,338 +1,894	+7%	+$67.3K	0.67%	26
2023 Q4	$991K	Buy	28,444 +899	+3%	+$31.6K	0.64%	27
2023 Q3	$982K	Sell	27,545 -190	-0.7%	-$6.48K	0.7%	25
2023 Q2	$925K	Buy	27,735 +1,910	+7%	+$57.3K	0.65%	27
2023 Q1	$773K	Buy	25,825 +1,294	+5%	+$40K	0.59%	28
2022 Q4	$781K	Buy	24,531 +2,076	+9%	+$67.6K	0.6%	27
2022 Q3	$643K	Buy	22,455 +284	+1%	+$9.25K	0.56%	28
2022 Q2	$696K	Buy	22,171 +1,482	+7%	+$51.2K	0.57%	25
2022 Q1	$710K	Buy	20,689 +469	+2%	+$14.3K	0.56%	28
2021 Q4	$604K	Buy	+20,220	New	+$559K	0.46%	33

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

ETF Store's WMB Position: Q2 2026 in Review

ETF Store increased its Williams Companies (WMB) stake by 0.42% in Q2 2026, buying an estimated $957 and bringing the position to 3,109 shares worth $231K. The position accounts for 0.19% of the portfolio, ranked #99.

ETF Store first reported a position in WMB in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.18M in Q1 2024. 783 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

ETF Store held 3,109 shares of Williams Companies worth $231K as of Q2 2026.
ETF Store bought 13 Williams Companies shares in Q2 2026, an estimated $957.
Williams Companies made up 0.19% of ETF Store's portfolio in Q2 2026, its #99 holding.
ETF Store first reported a position in Williams Companies in Q4 2021 and has held it in 12 quarters since.
ETF Store's Williams Companies position peaked at $1.18M in Q1 2024.
783 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on ETF Store's 13F filing for Q2 2026, filed 29 Jul 2026.