HF Advisory Group’s Williams Companies WMB Stock Holding History

HF Advisory 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	$832K	Sell	11,188 -1,126	-9%	-$82.9K	0.26%	109
2026 Q1	$896K	Sell	12,314 -64	-0.5%	-$4.43K	0.31%	100
2025 Q4	$744K	Sell	12,378 -45	-0.4%	-$2.72K	0.26%	107
2025 Q3	$787K	Buy	12,423 +487	+4%	+$28.6K	0.29%	109
2025 Q2	$750K	Sell	11,936 -969	-8%	-$57.2K	0.3%	105
2025 Q1	$771K	Sell	12,905 -1,124	-8%	-$64.3K	0.34%	104
2024 Q4	$759K	Sell	14,029 -2,570	-15%	-$138K	0.35%	98
2024 Q3	$758K	Sell	16,599 -642	-4%	-$28.2K	0.35%	102
2024 Q2	$733K	Sell	17,241 -309	-2%	-$12.4K	0.38%	96
2024 Q1	$684K	Buy	17,550 +3,767	+27%	+$134K	0.38%	91
2023 Q4	$480K	Sell	13,783 -1,452	-10%	-$51K	0.31%	104
2023 Q3	$512K	Sell	15,235 -432	-3%	-$14.7K	0.38%	87
2023 Q2	$511K	Buy	+15,667	New	+$470K	0.4%	81

Other funds holding WMB

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

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

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

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

HF Advisory Group's WMB Position: Q2 2026 in Review

HF Advisory Group reduced its Williams Companies (WMB) stake by 9.1% in Q2 2026, selling an estimated $82.9K and leaving 11,188 shares worth $832K. The position accounts for 0.26% of the portfolio, ranked #109.

HF Advisory Group first reported a position in WMB in Q2 2023 and has held it in 13 quarters since. The position peaked at $896K in Q1 2026. 398 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

HF Advisory Group held 11,188 shares of Williams Companies worth $832K as of Q2 2026.
HF Advisory Group sold 1,126 Williams Companies shares in Q2 2026, an estimated $82.9K.
Williams Companies made up 0.26% of HF Advisory Group's portfolio in Q2 2026, its #109 holding.
HF Advisory Group first reported a position in Williams Companies in Q2 2023 and has held it in 13 quarters since.
HF Advisory Group's Williams Companies position peaked at $896K in Q1 2026.
398 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on HF Advisory Group's 13F filing for Q2 2026, filed 9 Jul 2026.