FSM Wealth Advisors’s Williams Companies WMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$598K Buy
8,038
+153
+2% +$11.3K 0.06% 161
2026
Q1
$574K Buy
7,885
+48
+0.6% +$3.32K 0.07% 150
2025
Q4
$471K Buy
7,837
+70
+0.9% +$4.23K 0.06% 173
2025
Q3
$492K Buy
7,767
+93
+1% +$5.46K 0.07% 178
2025
Q2
$449K Buy
+7,674
New +$453K 0.07% 173

Other funds holding WMB

FSM Wealth Advisors's WMB Position: Q2 2026 in Review

FSM Wealth Advisors increased its Williams Companies (WMB) stake by 1.9% in Q2 2026, buying an estimated $11.3K and bringing the position to 8,038 shares worth $598K. The position accounts for 0.06% of the portfolio, ranked #161.

FSM Wealth Advisors first reported a position in WMB in Q2 2025 and has held it in 5 quarters since. 1,824 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • FSM Wealth Advisors held 8,038 shares of Williams Companies worth $598K as of Q2 2026.
  • FSM Wealth Advisors bought 153 Williams Companies shares in Q2 2026, an estimated $11.3K.
  • Williams Companies made up 0.06% of FSM Wealth Advisors's portfolio in Q2 2026, its #161 holding.
  • FSM Wealth Advisors first reported a position in Williams Companies in Q2 2025 and has held it in 5 quarters since.
  • 1,824 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.