FFM
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Forum Financial Management’s Williams Companies WMB Stock Holding History

Forum Financial Management’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 		$625K Sell
8,409
-3,137
-27% -$231K 0.01% 179
2026
Q1 		$840K Sell
11,546
-12,693
-52% -$879K 0.01% 140
2025
Q4 		$1.46M Buy
24,239
+188
+0.8% +$11.4K 0.02% 177
2025
Q3 		$1.52M Buy
24,051
+1,701
+8% +$99.8K 0.02% 166
2025
Q2 		$1.4M Sell
22,350
-2,872
-11% -$170K 0.02% 165
2025
Q1 		$1.51M Sell
25,222
-882
-3% -$50.5K 0.02% 154
2024
Q4 		$1.41M Buy
26,104
+621
+2% +$33.5K 0.02% 161
2024
Q3 		$1.16M Buy
25,483
+12
+0% +$527 0.02% 168
2024
Q2 		$1.08M Sell
25,471
-554
-2% -$22.2K 0.02% 164
2024
Q1 		$1.01M Buy
26,025
+11
+0% +$391 0.02% 191
2023
Q4 		$906K Sell
26,014
-1,250
-5% -$43.9K 0.02% 178
2023
Q3 		$919K Buy
27,264
+4
+0% +$137 0.02% 171
2023
Q2 		$889K Buy
27,260
+105
+0.4% +$3.15K 0.02% 173
2023
Q1 		$811K Buy
27,155
+301
+1% +$9.3K 0.02% 168
2022
Q4 		$883K Sell
26,854
-306
-1% -$9.96K 0.03% 151
2022
Q3 		$778K Sell
27,160
-684
-2% -$22.3K 0.04% 141
2022
Q2 		$869K Buy
27,844
+1,001
+4% +$34.6K 0.04% 137
2022
Q1 		$896K Sell
26,843
-1
-0% -$31 0.04% 142
2021
Q4 		$699K Buy
+26,844
New +$742K 0.04% 175

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

Forum Financial Management's WMB Position: Q2 2026 in Review

Forum Financial Management reduced its Williams Companies (WMB) stake by 27% in Q2 2026, selling an estimated $231K and leaving 8,409 shares worth $625K. The position accounts for 0.01% of the portfolio, ranked #179.

Forum Financial Management first reported a position in WMB in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.52M in Q3 2025. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Forum Financial Management held 8,409 shares of Williams Companies worth $625K as of Q2 2026.
  • Forum Financial Management sold 3,137 Williams Companies shares in Q2 2026, an estimated $231K.
  • Williams Companies made up 0.01% of Forum Financial Management's portfolio in Q2 2026, its #179 holding.
  • Forum Financial Management first reported a position in Williams Companies in Q4 2021 and has held it in 19 quarters since.
  • Forum Financial Management's Williams Companies position peaked at $1.52M in Q3 2025.
  • 514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.