HSPW
WMB icon

Harrison Street Private Wealth’s Williams Companies WMB Stock Holding History

Harrison Street Private Wealth’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 		$5.1M Buy
68,647
+3,537
+5% +$260K 7.19% 2
2026
Q1 		$4.74M Buy
+65,110
New +$4.51M 6.27% 4

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 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

Harrison Street Private Wealth's WMB Position: Q2 2026 in Review

Harrison Street Private Wealth increased its Williams Companies (WMB) stake by 5.4% in Q2 2026, buying an estimated $260K and bringing the position to 68,647 shares worth $5.1M. The position accounts for 7.19% of the portfolio, ranked #2.

Harrison Street Private Wealth first reported a position in WMB in Q1 2026 and has held it in 2 quarters since. 635 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Harrison Street Private Wealth held 68,647 shares of Williams Companies worth $5.1M as of Q2 2026.
  • Harrison Street Private Wealth bought 3,537 Williams Companies shares in Q2 2026, an estimated $260K.
  • Williams Companies made up 7.19% of Harrison Street Private Wealth's portfolio in Q2 2026, its #2 holding.
  • Harrison Street Private Wealth first reported a position in Williams Companies in Q1 2026 and has held it in 2 quarters since.
  • 635 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Harrison Street Private Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.