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HHM Wealth Advisors’s Williams Companies WMB Stock Holding History

HHM Wealth Advisors’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 		$33.4K Sell
449
-100
-18% -$7.36K ﹤0.01% 445
2026
Q1 		$40K Buy
549
+449
+449% +$31.1K ﹤0.01% 400
2025
Q4 		$6.01K Sell
100
-161
-62% -$9.73K ﹤0.01% 683
2025
Q3 		$16.5K Buy
261
+132
+102% +$7.75K ﹤0.01% 544
2025
Q2 		$8.1K Sell
129
-271
-68% -$16K ﹤0.01% 639
2025
Q1 		$23.9K Sell
400
-100
-20% -$5.72K ﹤0.01% 479
2024
Q4 		$27.1K Buy
500
+29
+6% +$1.56K ﹤0.01% 450
2024
Q3 		$21.5K Hold
471
– – ﹤0.01% 452
2024
Q2 		$20K Buy
471
+200
+74% +$8.02K ﹤0.01% 449
2024
Q1 		$10.6K Hold
271
– – ﹤0.01% 511
2023
Q4 		$9.44K Hold
271
– – ﹤0.01% 527
2023
Q3 		$9.13K Hold
271
– – ﹤0.01% 521
2023
Q2 		$8.84K Hold
271
– – ﹤0.01% 557
2023
Q1 		$8.09K Sell
271
-160
-37% -$4.94K ﹤0.01% 556
2022
Q4 		$14.2K Hold
431
– – ﹤0.01% 404
2022
Q3 		$12K Sell
431
-2,450
-85% -$79.8K ﹤0.01% 417
2022
Q2 		$90K Sell
2,881
-249
-8% -$8.6K 0.02% 201
2022
Q1 		$105K Hold
3,130
– – 0.02% 216
2021
Q4 		$82K Hold
3,130
– – 0.02% 244
2021
Q3 		$81K Hold
3,130
– – 0.02% 232
2021
Q2 		$83K Buy
3,130
+271
+9% +$6.94K 0.02% 228
2021
Q1 		$68K Hold
2,859
– – 0.02% 237
2020
Q4 		$57K Buy
2,859
+160
+6% +$3.24K 0.02% 243
2020
Q3 		$53K Sell
2,699
-475
-15% -$9.67K 0.02% 217
2020
Q2 		$60K Hold
3,174
– – 0.03% 203
2020
Q1 		$45K Buy
+3,174
New +$61.5K 0.02% 216

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

HHM Wealth Advisors's WMB Position: Q2 2026 in Review

HHM Wealth Advisors reduced its Williams Companies (WMB) stake by 18% in Q2 2026, selling an estimated $7.36K and leaving 449 shares worth $33.4K. The position accounts for ﹤0.01% of the portfolio, ranked #445.

HHM Wealth Advisors first reported a position in WMB in Q1 2020 and has held it in 26 quarters since. The position peaked at $105K in Q1 2022. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • HHM Wealth Advisors held 449 shares of Williams Companies worth $33.4K as of Q2 2026.
  • HHM Wealth Advisors sold 100 Williams Companies shares in Q2 2026, an estimated $7.36K.
  • Williams Companies made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #445 holding.
  • HHM Wealth Advisors first reported a position in Williams Companies in Q1 2020 and has held it in 26 quarters since.
  • HHM Wealth Advisors's Williams Companies position peaked at $105K in Q1 2022.
  • 514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.