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Global Wealth Strategies & Associates’s Williams Companies WMB Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-102
Closed -$7.43K – 479
2026
Q1 		$7.43K Buy
102
+1
+1% +$69 ﹤0.01% 336
2025
Q4 		$6.1K Hold
101
– – ﹤0.01% 351
2025
Q3 		$6.37K Buy
101
+1
+1% +$59 ﹤0.01% 327
2025
Q2 		$6.27K Sell
100
-156
-61% -$9.21K ﹤0.01% 251
2025
Q1 		$15.3K Buy
256
+157
+159% +$8.99K ﹤0.01% 204
2024
Q4 		$5.36K Buy
+99
New +$5.33K ﹤0.01% 263

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

Global Wealth Strategies & Associates's WMB Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Williams Companies (WMB) in Q2 2026, closing a stake of 102 shares — an estimated $7.43K sold.

Global Wealth Strategies & Associates first reported a position in WMB in Q4 2024 and held it in 6 quarters. The position peaked at $15.3K in Q1 2025. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining Williams Companies position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 102 Williams Companies shares in Q2 2026, an estimated $7.43K.
  • Global Wealth Strategies & Associates first reported a position in Williams Companies in Q4 2024 and held it in 6 quarters.
  • Global Wealth Strategies & Associates's Williams Companies position peaked at $15.3K in Q1 2025.
  • 514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.