Foster Victor Wealth Advisors’s Williams Companies WMB Stock Holding History

Foster Victor 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	$623K	Buy	8,201 +269	+3%	+$19.8K	0.03%	164
2026 Q1	$567K	Buy	7,932 +46	+0.6%	+$3.19K	0.03%	158
2025 Q4	$485K	Buy	7,886 +137	+2%	+$8.28K	0.03%	165
2025 Q3	$500K	Buy	7,749 +394	+5%	+$23.1K	0.03%	149
2025 Q2	$425K	Buy	7,355 +49	+0.7%	+$2.89K	0.03%	150
2025 Q1	$412K	Buy	7,306 +130	+2%	+$7.44K	0.03%	145
2024 Q4	$424K	Buy	+7,176	New	+$387K	0.03%	137

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

Foster Victor Wealth Advisors's WMB Position: Q2 2026 in Review

Foster Victor Wealth Advisors increased its Williams Companies (WMB) stake by 3.4% in Q2 2026, buying an estimated $19.8K and bringing the position to 8,201 shares worth $623K. The position accounts for 0.03% of the portfolio, ranked #164.

Foster Victor Wealth Advisors first reported a position in WMB in Q4 2024 and has held it in 7 quarters since. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Foster Victor Wealth Advisors held 8,201 shares of Williams Companies worth $623K as of Q2 2026.
Foster Victor Wealth Advisors bought 269 Williams Companies shares in Q2 2026, an estimated $19.8K.
Williams Companies made up 0.03% of Foster Victor Wealth Advisors's portfolio in Q2 2026, its #164 holding.
Foster Victor Wealth Advisors first reported a position in Williams Companies in Q4 2024 and has held it in 7 quarters since.
514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.