GIA
WMB icon

GHP Investment Advisors’s Williams Companies WMB Stock Holding History

GHP Investment 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 		$91.7K Buy
1,234
+350
+40% +$25.8K ﹤0.01% 481
2026
Q1 		$64.3K Sell
884
-102
-10% -$7.06K ﹤0.01% 512
2025
Q4 		$59.3K Buy
986
+186
+23% +$11.2K ﹤0.01% 504
2025
Q3 		$50.7K Hold
800
– – ﹤0.01% 517
2025
Q2 		$50.2K Hold
800
– – ﹤0.01% 514
2025
Q1 		$47.8K Sell
800
-195
-20% -$11.2K ﹤0.01% 508
2024
Q4 		$53.9K Buy
995
+195
+24% +$10.5K ﹤0.01% 498
2024
Q3 		$36.5K Hold
800
– – ﹤0.01% 545
2024
Q2 		$34K Buy
+800
New +$32.1K ﹤0.01% 535
2023
Q3 		– Sell
-671
Closed -$23.7K – 977
2023
Q2 		$23.7K Buy
671
+388
+137% +$11.6K ﹤0.01% 573
2023
Q1 		$8.45K Buy
283
+108
+62% +$3.34K ﹤0.01% 719
2022
Q4 		$5.76K Hold
175
– – ﹤0.01% 765
2022
Q3 		$5K Hold
175
– – ﹤0.01% 789
2022
Q2 		$5K Sell
175
-92
-34% -$3.18K ﹤0.01% 808
2022
Q1 		$9K Buy
+267
New +$8.16K ﹤0.01% 747

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

GHP Investment Advisors's WMB Position: Q2 2026 in Review

GHP Investment Advisors increased its Williams Companies (WMB) stake by 40% in Q2 2026, buying an estimated $25.8K and bringing the position to 1,234 shares worth $91.7K. The position accounts for ﹤0.01% of the portfolio, ranked #481.

GHP Investment Advisors first reported a position in WMB in Q1 2022 and has held it in 15 quarters since. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • GHP Investment Advisors held 1,234 shares of Williams Companies worth $91.7K as of Q2 2026.
  • GHP Investment Advisors bought 350 Williams Companies shares in Q2 2026, an estimated $25.8K.
  • Williams Companies made up ﹤0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #481 holding.
  • GHP Investment Advisors first reported a position in Williams Companies in Q1 2022 and has held it in 15 quarters since.
  • 514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.