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Helen Stephens Group’s Williams Companies WMB Stock Holding History

Helen Stephens Group’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 		$259K Buy
3,482
+8
+0.2% +$589 0.04% 118
2026
Q1 		$253K Buy
+3,474
New +$241K 0.05% 105
2025
Q4 		– Sell
-3,250
Closed -$206K – 124
2025
Q3 		$206K Buy
+3,250
New +$191K 0.05% 106

Other funds holding WMB

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Helen Stephens Group's WMB Position: Q2 2026 in Review

Helen Stephens Group increased its Williams Companies (WMB) stake by 0.23% in Q2 2026, buying an estimated $589 and bringing the position to 3,482 shares worth $259K. The position accounts for 0.04% of the portfolio, ranked #118.

Helen Stephens Group first reported a position in WMB in Q3 2025 and has held it in 3 quarters since. 784 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Helen Stephens Group held 3,482 shares of Williams Companies worth $259K as of Q2 2026.
  • Helen Stephens Group bought 8 Williams Companies shares in Q2 2026, an estimated $589.
  • Williams Companies made up 0.04% of Helen Stephens Group's portfolio in Q2 2026, its #118 holding.
  • Helen Stephens Group first reported a position in Williams Companies in Q3 2025 and has held it in 3 quarters since.
  • 784 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Helen Stephens Group's 13F filing for Q2 2026, filed 31 Jul 2026.