Fairvoy Private Wealth’s Williams Companies WMB Stock Holding History

Fairvoy Private Wealth’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	$355K	Sell	4,773 -15,503	-76%	-$1.14M	0.07%	158
2026 Q1	$1.48M	Sell	20,276 -1,178	-5%	-$81.6K	0.35%	72
2025 Q4	$1.29M	Buy	21,454 +766	+4%	+$46.3K	0.29%	74
2025 Q3	$1.31M	Sell	20,688 -332	-2%	-$19.5K	0.3%	72
2025 Q2	$1.32M	Buy	21,020 +17,605	+516%	+$1.04M	0.33%	67
2025 Q1	$204K	Buy	+3,415	New	+$195K	0.06%	172

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

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

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

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

VFM

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

Fairvoy Private Wealth's WMB Position: Q2 2026 in Review

Fairvoy Private Wealth reduced its Williams Companies (WMB) stake by 76% in Q2 2026, selling an estimated $1.14M and leaving 4,773 shares worth $355K. The position accounts for 0.07% of the portfolio, ranked #158.

Fairvoy Private Wealth first reported a position in WMB in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.48M in Q1 2026. 358 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Fairvoy Private Wealth held 4,773 shares of Williams Companies worth $355K as of Q2 2026.
Fairvoy Private Wealth sold 15,503 Williams Companies shares in Q2 2026, an estimated $1.14M.
Williams Companies made up 0.07% of Fairvoy Private Wealth's portfolio in Q2 2026, its #158 holding.
Fairvoy Private Wealth first reported a position in Williams Companies in Q1 2025 and has held it in 6 quarters since.
Fairvoy Private Wealth's Williams Companies position peaked at $1.48M in Q1 2026.
358 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Fairvoy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.