Highline Wealth Partners’s Williams Companies WMB Stock Holding History

Highline Wealth Partners’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	$26.5K	Buy	357 +81	+29%	+$5.96K	0.01%	339
2026 Q1	$20.1K	Buy	276 +2	+0.7%	+$138	0.01%	295
2025 Q4	$16.5K	Sell	274 -55	-17%	-$3.33K	﹤0.01%	293
2025 Q3	$20.8K	Hold	329	–	–	0.01%	270
2025 Q2	$20.7K	Buy	329 +67	+26%	+$3.96K	0.01%	222
2025 Q1	$15.7K	Buy	262 +40	+18%	+$2.29K	0.01%	235
2024 Q4	$12K	Buy	222 +67	+43%	+$3.61K	﹤0.01%	224
2024 Q3	$7.08K	Buy	155 +33	+27%	+$1.45K	﹤0.01%	298
2024 Q2	$5.18K	Buy	+122	New	+$4.89K	﹤0.01%	288

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

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

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

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

VFM

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

Highline Wealth Partners's WMB Position: Q2 2026 in Review

Highline Wealth Partners increased its Williams Companies (WMB) stake by 29% in Q2 2026, buying an estimated $5.96K and bringing the position to 357 shares worth $26.5K. The position accounts for 0.01% of the portfolio, ranked #339.

Highline Wealth Partners first reported a position in WMB in Q2 2024 and has held it in 9 quarters since. 358 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Highline Wealth Partners held 357 shares of Williams Companies worth $26.5K as of Q2 2026.
Highline Wealth Partners bought 81 Williams Companies shares in Q2 2026, an estimated $5.96K.
Williams Companies made up 0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #339 holding.
Highline Wealth Partners first reported a position in Williams Companies in Q2 2024 and has held it in 9 quarters since.
358 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.