HFP
WMB icon

Holistic Financial Partners’s Williams Companies WMB Stock Holding History

Holistic Financial 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 		$384K Sell
5,162
-1,294
-20% -$95.2K 0.23% 63
2026
Q1 		$470K Sell
6,456
-15
-0.2% -$1.04K 0.17% 62
2025
Q4 		$389K Buy
6,471
+357
+6% +$21.6K 0.14% 73
2025
Q3 		$387K Sell
6,114
-42
-0.7% -$2.46K 0.16% 75
2025
Q2 		$387K Buy
6,156
+727
+13% +$42.9K 0.17% 69
2025
Q1 		$324K Sell
5,429
-1,420
-21% -$81.3K 0.16% 77
2024
Q4 		$371K Sell
6,849
-1,356
-17% -$73.1K 0.18% 67
2024
Q3 		$375K Sell
8,205
-588
-7% -$25.8K 0.18% 68
2024
Q2 		$374K Buy
8,793
+124
+1% +$4.97K 0.19% 65
2024
Q1 		$338K Buy
8,669
+5
+0.1% +$178 0.17% 73
2023
Q4 		$302K Buy
8,664
+447
+5% +$15.7K 0.18% 73
2023
Q3 		$277K Buy
8,217
+893
+12% +$30.5K 0.18% 75
2023
Q2 		$239K Buy
7,324
+164
+2% +$4.92K 0.17% 88
2023
Q1 		$214K Sell
7,160
-699
-9% -$21.6K 0.17% 93
2022
Q4 		$259K Buy
+7,859
New +$256K 0.23% 73
2018
Q2 		– Sell
-292
Closed -$7K – 365
2018
Q1 		$7K Hold
292
– – 0.01% 349
2017
Q4 		$9K Buy
+292
New +$8.49K 0.01% 340

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

Holistic Financial Partners's WMB Position: Q2 2026 in Review

Holistic Financial Partners reduced its Williams Companies (WMB) stake by 20% in Q2 2026, selling an estimated $95.2K and leaving 5,162 shares worth $384K. The position accounts for 0.23% of the portfolio, ranked #63.

Holistic Financial Partners first reported a position in WMB in Q4 2017 and has held it in 17 quarters since. The position peaked at $470K in Q1 2026. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Holistic Financial Partners held 5,162 shares of Williams Companies worth $384K as of Q2 2026.
  • Holistic Financial Partners sold 1,294 Williams Companies shares in Q2 2026, an estimated $95.2K.
  • Williams Companies made up 0.23% of Holistic Financial Partners's portfolio in Q2 2026, its #63 holding.
  • Holistic Financial Partners first reported a position in Williams Companies in Q4 2017 and has held it in 17 quarters since.
  • Holistic Financial Partners's Williams Companies position peaked at $470K in Q1 2026.
  • 514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Holistic Financial Partners's 13F filing for Q2 2026, filed 23 Jul 2026.