Financial Management Professionals’s Williams Companies WMB Stock Holding History

Financial Management Professionals’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	$418K	Sell	5,617 -71	-1%	-$5.22K	0.04%	132
2026 Q1	$414K	Buy	5,688 +182	+3%	+$12.6K	0.05%	118
2025 Q4	$331K	Buy	5,506 +8	+0.1%	+$484	0.03%	129
2025 Q3	$348K	Buy	5,498 +5,004	+1,013%	+$294K	0.04%	123
2025 Q2	$31K	Buy	494 +111	+29%	+$6.55K	﹤0.01%	335
2025 Q1	$22.9K	Hold	383	–	–	﹤0.01%	401
2024 Q4	$20.7K	Sell	383 -465	-55%	-$25.1K	﹤0.01%	404
2024 Q3	$39K	Buy	848 +5	+0.6%	+$220	﹤0.01%	301
2024 Q2	$36K	Sell	843 -239	-22%	-$9.59K	﹤0.01%	307
2024 Q1	$42K	Sell	1,082 -112	-9%	-$3.98K	0.01%	307
2023 Q4	$42K	Buy	1,194 +8	+0.7%	+$281	0.01%	285
2023 Q3	$40K	Sell	1,186 -11	-0.9%	-$375	0.01%	274
2023 Q2	$39K	Buy	1,197 +109	+10%	+$3.27K	0.01%	286
2023 Q1	$32K	Buy	1,088 +610	+128%	+$18.8K	0.01%	330
2022 Q4	$16K	Hold	478	–	–	﹤0.01%	415
2022 Q3	$14K	Buy	478 +6	+1%	+$195	﹤0.01%	420
2022 Q2	$15K	Buy	472 +52	+12%	+$1.79K	﹤0.01%	418
2022 Q1	$14K	Buy	420 +17	+4%	+$520	﹤0.01%	453
2021 Q4	$10K	Hold	403	–	–	﹤0.01%	490
2021 Q3	$10K	Buy	403 +46	+13%	+$1.16K	﹤0.01%	487
2021 Q2	$9K	Buy	357 +24	+7%	+$615	﹤0.01%	424
2021 Q1	$8K	Buy	333 +33	+11%	+$750	﹤0.01%	416
2020 Q4	$6K	Hold	300	–	–	﹤0.01%	435
2020 Q3	$6K	Hold	300	–	–	﹤0.01%	384
2020 Q2	$6K	Buy	300 +284	+1,775%	+$5.29K	﹤0.01%	370
2020 Q1	$0	Hold	16	–	–	﹤0.01%	374
2019 Q4	$0	Hold	16	–	–	﹤0.01%	362
2019 Q3	$0	Hold	16	–	–	﹤0.01%	361
2019 Q2	$0	Hold	16	–	–	﹤0.01%	334
2019 Q1	$0	Hold	16	–	–	﹤0.01%	308
2018 Q4	$0	Hold	16	–	–	﹤0.01%	323
2018 Q3	$0	Buy	+16	New	+$464	﹤0.01%	315

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 Management Professionals's WMB Position: Q2 2026 in Review

Financial Management Professionals reduced its Williams Companies (WMB) stake by 1.2% in Q2 2026, selling an estimated $5.22K and leaving 5,617 shares worth $418K. The position accounts for 0.04% of the portfolio, ranked #132.

Financial Management Professionals first reported a position in WMB in Q3 2018 and has held it in 32 quarters since. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Financial Management Professionals held 5,617 shares of Williams Companies worth $418K as of Q2 2026.
Financial Management Professionals sold 71 Williams Companies shares in Q2 2026, an estimated $5.22K.
Williams Companies made up 0.04% of Financial Management Professionals's portfolio in Q2 2026, its #132 holding.
Financial Management Professionals first reported a position in Williams Companies in Q3 2018 and has held it in 32 quarters since.
514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

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