Fifth Third Wealth Advisors’s Williams Companies WMB Stock Holding History

Fifth Third Wealth Advisors’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	$3.96M	Buy	53,245 +821	+2%	+$60.4K	0.11%	138
2026 Q1	$3.82M	Sell	52,424 -1,302	-2%	-$90.1K	0.13%	128
2025 Q4	$3.23M	Buy	53,726 +1,196	+2%	+$72.3K	0.11%	133
2025 Q3	$3.33M	Buy	52,530 +1,370	+3%	+$80.4K	0.12%	123
2025 Q2	$3.21M	Buy	51,160 +5,244	+11%	+$310K	0.13%	116
2025 Q1	$2.74M	Buy	45,916 +6,003	+15%	+$344K	0.14%	107
2024 Q4	$2.16M	Buy	39,913 +2,829	+8%	+$152K	0.12%	114
2024 Q3	$1.69M	Buy	37,084 +20,542	+124%	+$903K	0.1%	136
2024 Q2	$703K	Buy	16,542 +10,344	+167%	+$415K	0.05%	209
2024 Q1	$242K	Buy	6,198 +135	+2%	+$4.8K	0.04%	215
2023 Q4	$211K	Hold	6,063	–	–	0.07%	164
2023 Q3	$204K	Buy	+6,063	New	+$207K	0.08%	155

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

Fifth Third Wealth Advisors's WMB Position: Q2 2026 in Review

Fifth Third Wealth Advisors increased its Williams Companies (WMB) stake by 1.6% in Q2 2026, buying an estimated $60.4K and bringing the position to 53,245 shares worth $3.96M. The position accounts for 0.11% of the portfolio, ranked #138.

Fifth Third Wealth Advisors first reported a position in WMB in Q3 2023 and has held it in 12 quarters since. 279 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Fifth Third Wealth Advisors held 53,245 shares of Williams Companies worth $3.96M as of Q2 2026.
Fifth Third Wealth Advisors bought 821 Williams Companies shares in Q2 2026, an estimated $60.4K.
Williams Companies made up 0.11% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #138 holding.
Fifth Third Wealth Advisors first reported a position in Williams Companies in Q3 2023 and has held it in 12 quarters since.
279 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.