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Harbor Investment Advisory’s Williams Companies WMB Stock Holding History

Harbor Investment 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 		$232K Buy
3,118
+540
+21% +$39.7K 0.02% 392
2026
Q1 		$188K Sell
2,578
-269
-9% -$18.6K 0.01% 410
2025
Q4 		$171K Buy
2,847
+1,045
+58% +$63.2K 0.01% 428
2025
Q3 		$114K Sell
1,802
-243
-12% -$14.3K 0.01% 477
2025
Q2 		$128K Buy
2,045
+243
+13% +$14.3K 0.01% 447
2025
Q1 		$108K Hold
1,802
– – 0.01% 460
2024
Q4 		$97.5K Sell
1,802
-33
-2% -$1.78K 0.01% 462
2024
Q3 		$83.8K Sell
1,835
-2
-0.1% -$88 0.01% 496
2024
Q2 		$78.1K Sell
1,837
-110
-6% -$4.41K 0.01% 494
2024
Q1 		$75.9K Buy
1,947
+92
+5% +$3.27K 0.01% 499
2023
Q4 		$64.6K Sell
1,855
-14
-0.7% -$491 0.01% 514
2023
Q3 		$63K Sell
1,869
-217
-10% -$7.41K 0.01% 501
2023
Q2 		$68.1K Buy
2,086
+210
+11% +$6.3K 0.01% 612
2023
Q1 		$56K Hold
1,876
– – 0.01% 676
2022
Q4 		$61.7K Buy
1,876
+77
+4% +$2.51K 0.01% 637
2022
Q3 		$52K Hold
1,799
– – 0.01% 687
2022
Q2 		$56K Buy
1,799
+27
+2% +$932 0.01% 682
2022
Q1 		$59K Sell
1,772
-7
-0.4% -$214 0.01% 700
2021
Q4 		$46K Sell
1,779
-500
-22% -$13.8K 0.01% 763
2021
Q3 		$59K Hold
2,279
– – 0.01% 693
2021
Q2 		$61K Buy
2,279
+500
+28% +$12.8K 0.01% 656
2021
Q1 		$42K Sell
1,779
-14
-0.8% -$318 0.01% 720
2020
Q4 		$36K Sell
1,793
-453
-20% -$9.18K 0.01% 715
2020
Q3 		$44K Buy
2,246
+336
+18% +$6.84K 0.01% 534
2020
Q2 		$36K Sell
1,910
-563
-23% -$10.5K 0.01% 507
2020
Q1 		$35K Sell
2,473
-2,889
-54% -$55.9K 0.01% 466
2019
Q4 		$127K Buy
+5,362
New +$123K 0.03% 306

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

Harbor Investment Advisory's WMB Position: Q2 2026 in Review

Harbor Investment Advisory increased its Williams Companies (WMB) stake by 21% in Q2 2026, buying an estimated $39.7K and bringing the position to 3,118 shares worth $232K. The position accounts for 0.02% of the portfolio, ranked #392.

Harbor Investment Advisory first reported a position in WMB in Q4 2019 and has held it in 27 quarters since. 576 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Harbor Investment Advisory held 3,118 shares of Williams Companies worth $232K as of Q2 2026.
  • Harbor Investment Advisory bought 540 Williams Companies shares in Q2 2026, an estimated $39.7K.
  • Williams Companies made up 0.02% of Harbor Investment Advisory's portfolio in Q2 2026, its #392 holding.
  • Harbor Investment Advisory first reported a position in Williams Companies in Q4 2019 and has held it in 27 quarters since.
  • 576 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.