Fortitude Family Office’s Williams Companies WMB Stock Holding History

Fortitude Family Office’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	$32.5K	Sell	437 -111	-20%	-$8.17K	0.01%	391
2026 Q1	$39.9K	Sell	548 -35	-6%	-$2.42K	0.01%	276
2025 Q4	$35K	Sell	583 -6	-1%	-$363	0.01%	293
2025 Q3	$37.3K	Sell	589 -8	-1%	-$469	0.01%	281
2025 Q2	$37.5K	Buy	597 +2	+0.3%	+$118	0.01%	285
2025 Q1	$35.6K	Sell	595 -401	-40%	-$23K	0.01%	285
2024 Q4	$53.9K	Hold	996	–	–	0.02%	244
2024 Q3	$45.5K	Buy	996 +545	+121%	+$24K	0.02%	257
2024 Q2	$19.2K	Buy	451 +61	+16%	+$2.45K	0.01%	313
2024 Q1	$15.2K	Sell	390 -41	-10%	-$1.46K	0.01%	320
2023 Q4	$15K	Buy	+431	New	+$15.1K	0.01%	345

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

Fortitude Family Office's WMB Position: Q2 2026 in Review

Fortitude Family Office reduced its Williams Companies (WMB) stake by 20% in Q2 2026, selling an estimated $8.17K and leaving 437 shares worth $32.5K. The position accounts for 0.01% of the portfolio, ranked #391.

Fortitude Family Office first reported a position in WMB in Q4 2023 and has held it in 11 quarters since. The position peaked at $53.9K in Q4 2024. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Fortitude Family Office held 437 shares of Williams Companies worth $32.5K as of Q2 2026.
Fortitude Family Office sold 111 Williams Companies shares in Q2 2026, an estimated $8.17K.
Williams Companies made up 0.01% of Fortitude Family Office's portfolio in Q2 2026, its #391 holding.
Fortitude Family Office first reported a position in Williams Companies in Q4 2023 and has held it in 11 quarters since.
Fortitude Family Office's Williams Companies position peaked at $53.9K in Q4 2024.
514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.