GI
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Gradient Investments’s Williams Companies WMB Stock Holding History

Gradient Investments’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 		$703K Buy
9,459
+1,890
+25% +$139K 0.01% 351
2026
Q1 		$551K Buy
7,569
+1,045
+16% +$72.4K 0.01% 348
2025
Q4 		$392K Sell
6,524
-452
-6% -$27.3K 0.01% 291
2025
Q3 		$442K Sell
6,976
-983
-12% -$57.7K 0.01% 307
2025
Q2 		$500K Sell
7,959
-449
-5% -$26.5K 0.01% 292
2025
Q1 		$502K Sell
8,408
-1,773
-17% -$101K 0.01% 244
2024
Q4 		$551K Sell
10,181
-1,210
-11% -$65.2K 0.01% 211
2024
Q3 		$520K Sell
11,391
-100
-0.9% -$4.4K 0.01% 228
2024
Q2 		$488K Buy
11,491
+167
+1% +$6.7K 0.01% 239
2024
Q1 		$441K Buy
11,324
+960
+9% +$34.1K 0.01% 237
2023
Q4 		$361K Buy
10,364
+364
+4% +$12.8K 0.01% 287
2023
Q3 		$337K Sell
10,000
-5,138
-34% -$175K 0.01% 266
2023
Q2 		$494K Sell
15,138
-877
-5% -$26.3K 0.01% 229
2023
Q1 		$478K Sell
16,015
-438
-3% -$13.5K 0.01% 228
2022
Q4 		$541K Buy
16,453
+3,186
+24% +$104K 0.02% 213
2022
Q3 		$380K Buy
13,267
+7,661
+137% +$250K 0.01% 241
2022
Q2 		$175K Buy
5,606
+5,539
+8,267% +$191K 0.01% 302
2022
Q1 		$2K Sell
67
-256
-79% -$7.82K ﹤0.01% 1070
2021
Q4 		$8K Hold
323
– – ﹤0.01% 855
2021
Q3 		$8K Sell
323
-81
-20% -$2.04K ﹤0.01% 819
2021
Q2 		$11K Buy
404
+9
+2% +$230 ﹤0.01% 746
2021
Q1 		$9K Sell
395
-52
-12% -$1.18K ﹤0.01% 794
2020
Q4 		$9K Hold
447
– – ﹤0.01% 731
2020
Q3 		$9K Sell
447
-86
-16% -$1.75K ﹤0.01% 736
2020
Q2 		$10K Sell
533
-864
-62% -$16.1K ﹤0.01% 651
2020
Q1 		$20K Sell
1,397
-401,458
-100% -$7.77M ﹤0.01% 522
2019
Q4 		$9.56M Buy
402,855
+51,444
+15% +$1.18M 0.43% 74
2019
Q3 		$8.46M Buy
351,411
+7,992
+2% +$201K 0.41% 78
2019
Q2 		$9.63M Buy
343,419
+31,584
+10% +$878K 0.49% 47
2019
Q1 		$8.96M Sell
311,835
-54,432
-15% -$1.46M 0.58% 30
2018
Q4 		$8.08M Buy
+366,267
New +$9.16M 0.48% 48
2018
Q2 		– Sell
-10
Closed – – 1151
2018
Q1 		$0 Hold
10
– – ﹤0.01% 1177
2017
Q4 		$0 Buy
+10
New +$291 ﹤0.01% 1095
2015
Q3 		– Sell
-52
Closed -$3K – 693
2015
Q2 		$3K Hold
52
– – ﹤0.01% 507
2015
Q1 		$3K Sell
52
-16
-24% -$742 ﹤0.01% 523
2014
Q4 		$3K Buy
68
+16
+31% +$818 ﹤0.01% 467
2014
Q3 		$3K Hold
52
– – ﹤0.01% 399
2014
Q2 		$3K Hold
52
– – ﹤0.01% 422
2014
Q1 		$2K Hold
52
– – ﹤0.01% 457
2013
Q4 		$2K Sell
52
-178
-77% -$6.4K ﹤0.01% 522
2013
Q3 		$8K Buy
230
+163
+243% +$5.71K ﹤0.01% 306
2013
Q2 		$2K Buy
+67
New +$2.41K ﹤0.01% 374

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

Gradient Investments's WMB Position: Q2 2026 in Review

Gradient Investments increased its Williams Companies (WMB) stake by 25% in Q2 2026, buying an estimated $139K and bringing the position to 9,459 shares worth $703K. The position accounts for 0.01% of the portfolio, ranked #351.

Gradient Investments first reported a position in WMB in Q2 2013 and has held it in 42 quarters since. The position peaked at $9.63M in Q2 2019. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Gradient Investments held 9,459 shares of Williams Companies worth $703K as of Q2 2026.
  • Gradient Investments bought 1,890 Williams Companies shares in Q2 2026, an estimated $139K.
  • Williams Companies made up 0.01% of Gradient Investments's portfolio in Q2 2026, its #351 holding.
  • Gradient Investments first reported a position in Williams Companies in Q2 2013 and has held it in 42 quarters since.
  • Gradient Investments's Williams Companies position peaked at $9.63M in Q2 2019.
  • 514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.