GoalVest Advisory’s Williams Companies WMB Stock Holding History

GoalVest Advisory’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	$1.92M	Sell	25,846 -974	-4%	-$71.7K	0.36%	39
2026 Q1	$1.95M	Sell	26,820 -4,288	-14%	-$297K	0.38%	40
2025 Q4	$1.87M	Sell	31,108 -3,403	-10%	-$206K	0.36%	37
2025 Q3	$2.19M	Buy	34,511 +1,883	+6%	+$111K	0.46%	35
2025 Q2	$2.05M	Buy	32,628 +681	+2%	+$40.2K	0.51%	33
2025 Q1	$1.91M	Buy	31,947 +1,542	+5%	+$88.3K	0.52%	33
2024 Q4	$1.65M	Sell	30,405 -2,336	-7%	-$126K	0.45%	35
2024 Q3	$1.49M	Buy	32,741 +974	+3%	+$42.8K	0.43%	42
2024 Q2	$1.35M	Sell	31,767 -5,713	-15%	-$229K	0.43%	39
2024 Q1	$1.46M	Buy	37,480 +1,327	+4%	+$47.1K	0.49%	32
2023 Q4	$1.26M	Buy	36,153 +3,454	+11%	+$121K	0.55%	22
2023 Q3	$1.1M	Buy	32,699 +374	+1%	+$12.8K	0.55%	27
2023 Q2	$1.05M	Sell	32,325 -9,675	-23%	-$290K	0.54%	26
2023 Q1	$1.25M	Buy	42,000 +6,398	+18%	+$198K	0.73%	32
2022 Q4	$1.17M	Buy	35,602 +4,145	+13%	+$135K	0.76%	31
2022 Q3	$901K	Buy	31,457 +5,686	+22%	+$185K	0.63%	43
2022 Q2	$777K	Buy	25,771 +25,181	+4,268%	+$869K	0.49%	66
2022 Q1	$20K	Buy	+590	New	+$18K	0.01%	197

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) 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

GoalVest Advisory's WMB Position: Q2 2026 in Review

GoalVest Advisory reduced its Williams Companies (WMB) stake by 3.6% in Q2 2026, selling an estimated $71.7K and leaving 25,846 shares worth $1.92M. The position accounts for 0.36% of the portfolio, ranked #39.

GoalVest Advisory first reported a position in WMB in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.19M in Q3 2025. 279 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

GoalVest Advisory held 25,846 shares of Williams Companies worth $1.92M as of Q2 2026.
GoalVest Advisory sold 974 Williams Companies shares in Q2 2026, an estimated $71.7K.
Williams Companies made up 0.36% of GoalVest Advisory's portfolio in Q2 2026, its #39 holding.
GoalVest Advisory first reported a position in Williams Companies in Q1 2022 and has held it in 18 quarters since.
GoalVest Advisory's Williams Companies position peaked at $2.19M in Q3 2025.
279 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.