GWM
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GK Wealth Management’s Williams Companies WMB Stock Holding History

GK Wealth 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 		$215K Buy
+2,894
New +$213K 0.11% 208
2026
Q1 		– Sell
-3,679
Closed -$221K – 219
2025
Q4 		$221K Buy
3,679
+459
+14% +$27.8K 0.15% 162
2025
Q3 		$204K Buy
+3,220
New +$189K 0.15% 166

Other funds holding WMB

CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 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
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

GK Wealth Management's WMB Position: Q2 2026 in Review

GK Wealth Management opened a new position in Williams Companies (WMB) in Q2 2026: 2,894 shares worth $215K. The stake represents 0.11% of the portfolio and ranks #208 among its holdings. This is a return to the name: GK Wealth Management previously reported a position in WMB as recently as Q4 2025.

GK Wealth Management first reported a position in WMB in Q3 2025 and has held it in 3 quarters since. The position peaked at $221K in Q4 2025. 279 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • GK Wealth Management held 2,894 shares of Williams Companies worth $215K as of Q2 2026.
  • Williams Companies was a new GK Wealth Management position in Q2 2026.
  • Williams Companies made up 0.11% of GK Wealth Management's portfolio in Q2 2026, its #208 holding.
  • GK Wealth Management first reported a position in Williams Companies in Q3 2025 and has held it in 3 quarters since.
  • GK Wealth Management's Williams Companies position peaked at $221K in Q4 2025.
  • 279 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on GK Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.