Fiduciary Alliance’s Williams Companies WMB Stock Holding History

Fiduciary Alliance’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	$1.86M	Buy	24,956 +3,610	+17%	+$266K	0.13%	184
2026 Q1	$1.51M	Buy	21,346 +8,801	+70%	+$609K	0.09%	215
2025 Q4	$754K	Buy	+12,545	New	+$758K	0.05%	277
2023 Q3	–	Sell	-1,629	Closed	-$53.2K	–	949
2023 Q2	$53.2K	Buy	+1,629	New	+$48.9K	0.01%	304

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

Fiduciary Alliance's WMB Position: Q2 2026 in Review

Fiduciary Alliance increased its Williams Companies (WMB) stake by 17% in Q2 2026, buying an estimated $266K and bringing the position to 24,956 shares worth $1.86M. The position accounts for 0.13% of the portfolio, ranked #184.

Fiduciary Alliance first reported a position in WMB in Q2 2023 and has held it in 4 quarters since. 358 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Fiduciary Alliance held 24,956 shares of Williams Companies worth $1.86M as of Q2 2026.
Fiduciary Alliance bought 3,610 Williams Companies shares in Q2 2026, an estimated $266K.
Williams Companies made up 0.13% of Fiduciary Alliance's portfolio in Q2 2026, its #184 holding.
Fiduciary Alliance first reported a position in Williams Companies in Q2 2023 and has held it in 4 quarters since.
358 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.