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Golden State Wealth Management’s Williams Companies WMB Stock Holding History

Golden State 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 		$616K Buy
8,291
+1,001
+14% +$73.7K 0.06% 252
2026
Q1 		$531K Buy
7,290
+782
+12% +$54.1K 0.06% 242
2025
Q4 		$391K Sell
6,508
-132
-2% -$7.98K 0.04% 289
2025
Q3 		$421K Buy
6,640
+1,546
+30% +$90.7K 0.05% 267
2025
Q2 		$320K Buy
5,094
+306
+6% +$18.1K 0.04% 292
2025
Q1 		$286K Buy
4,788
+410
+9% +$23.5K 0.04% 295
2024
Q4 		$237K Buy
+4,378
New +$236K 0.04% 297
2022
Q1 		– Sell
-12,108
Closed -$315K – 372
2021
Q4 		$315K Buy
+12,108
New +$335K 0.05% 281
2021
Q1 		– Sell
-10,394
Closed -$208K – 244
2020
Q4 		$208K Buy
+10,394
New +$211K 0.06% 229
2020
Q3 		– Sell
-10,662
Closed -$203K – 454
2020
Q2 		$203K Buy
10,662
+10,362
+3,454% +$193K 0.07% 179
2020
Q1 		$4K Buy
+300
New +$5.81K ﹤0.01% 793
2019
Q4 		– Sell
-2,500
Closed -$60K – 966
2019
Q3 		$60K Buy
2,500
+2,430
+3,471% +$61.3K 0.02% 390
2019
Q2 		$1K Sell
70
-95
-58% -$2.64K ﹤0.01% 1044
2019
Q1 		$5K Buy
+165
New +$4.42K ﹤0.01% 911

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

Golden State Wealth Management's WMB Position: Q2 2026 in Review

Golden State Wealth Management increased its Williams Companies (WMB) stake by 14% in Q2 2026, buying an estimated $73.7K and bringing the position to 8,291 shares worth $616K. The position accounts for 0.06% of the portfolio, ranked #252.

Golden State Wealth Management first reported a position in WMB in Q1 2019 and has held it in 14 quarters since. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Golden State Wealth Management held 8,291 shares of Williams Companies worth $616K as of Q2 2026.
  • Golden State Wealth Management bought 1,001 Williams Companies shares in Q2 2026, an estimated $73.7K.
  • Williams Companies made up 0.06% of Golden State Wealth Management's portfolio in Q2 2026, its #252 holding.
  • Golden State Wealth Management first reported a position in Williams Companies in Q1 2019 and has held it in 14 quarters since.
  • 514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.