Everhart Financial Group’s Williams Companies WMB Stock Holding History

Everhart Financial Group’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	$1.54M	Sell	20,774 -2,169	-9%	-$160K	0.1%	106
2026 Q1	$1.67M	Sell	22,943 -8,079	-26%	-$559K	0.14%	94
2025 Q4	$1.86M	Buy	31,022 +10,504	+51%	+$635K	0.17%	77
2025 Q3	$1.3M	Buy	20,518 +3,178	+18%	+$187K	0.13%	104
2025 Q2	$1.09M	Buy	17,340 +1,949	+13%	+$115K	0.13%	112
2025 Q1	$920K	Buy	15,391 +786	+5%	+$45K	0.13%	120
2024 Q4	$790K	Buy	14,605 +635	+5%	+$34.2K	0.16%	129
2024 Q3	$638K	Buy	13,970 +2,293	+20%	+$101K	0.14%	161
2024 Q2	$496K	Buy	11,677 +3,300	+39%	+$132K	0.13%	162
2024 Q1	$326K	Buy	8,377 +153	+2%	+$5.44K	0.1%	205
2023 Q4	$286K	Buy	8,224 +1,690	+26%	+$59.3K	0.1%	187
2023 Q3	$220K	Buy	+6,534	New	+$223K	0.09%	190
2022 Q3	–	Sell	-6,968	Closed	-$217K	–	218
2022 Q2	$217K	Buy	+6,968	New	+$241K	0.13%	164

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

Everhart Financial Group's WMB Position: Q2 2026 in Review

Everhart Financial Group reduced its Williams Companies (WMB) stake by 9.5% in Q2 2026, selling an estimated $160K and leaving 20,774 shares worth $1.54M. The position accounts for 0.1% of the portfolio, ranked #106.

Everhart Financial Group first reported a position in WMB in Q2 2022 and has held it in 13 quarters since. The position peaked at $1.86M in Q4 2025. 279 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Everhart Financial Group held 20,774 shares of Williams Companies worth $1.54M as of Q2 2026.
Everhart Financial Group sold 2,169 Williams Companies shares in Q2 2026, an estimated $160K.
Williams Companies made up 0.1% of Everhart Financial Group's portfolio in Q2 2026, its #106 holding.
Everhart Financial Group first reported a position in Williams Companies in Q2 2022 and has held it in 13 quarters since.
Everhart Financial Group's Williams Companies position peaked at $1.86M in Q4 2025.
279 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.