Financial Life Planners’s Williams Companies WMB Stock Holding History

Financial Life Planners’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	$43K	Buy	578 +4	+0.7%	+$294	0.03%	132
2026 Q1	$41.8K	Buy	+574	New	+$39.7K	0.03%	132
2025 Q4	–	Sell	-565	Closed	-$35.8K	–	332
2025 Q3	$35.8K	Buy	+565	New	+$33.2K	0.02%	151
2025 Q1	–	Sell	-552	Closed	-$29.9K	–	389
2024 Q4	$29.9K	Buy	+552	New	+$29.7K	0.03%	166

Other funds holding WMB

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 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

Financial Life Planners's WMB Position: Q2 2026 in Review

Financial Life Planners increased its Williams Companies (WMB) stake by 0.7% in Q2 2026, buying an estimated $294 and bringing the position to 578 shares worth $43K. The position accounts for 0.03% of the portfolio, ranked #132.

Financial Life Planners first reported a position in WMB in Q4 2024 and has held it in 4 quarters since. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Financial Life Planners held 578 shares of Williams Companies worth $43K as of Q2 2026.
Financial Life Planners bought 4 Williams Companies shares in Q2 2026, an estimated $294.
Williams Companies made up 0.03% of Financial Life Planners's portfolio in Q2 2026, its #132 holding.
Financial Life Planners first reported a position in Williams Companies in Q4 2024 and has held it in 4 quarters since.
514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.