Horizon Financial Services’s Williams Companies WMB Stock Holding History

Horizon Financial Services’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	$17.7K	Buy	238 +57	+31%	+$4.2K	0.01%	268
2026 Q1	$13.2K	Buy	181 +104	+135%	+$7.2K	0.01%	242
2025 Q4	$4.63K	Buy	77 +18	+31%	+$1.09K	﹤0.01%	261
2025 Q3	$3.74K	Buy	+59	New	+$3.46K	﹤0.01%	305
2024 Q2	–	Sell	-189	Closed	-$7.37K	–	275
2024 Q1	$7.37K	Buy	+189	New	+$6.71K	﹤0.01%	143

Other funds holding WMB

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 Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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 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

Horizon Financial Services's WMB Position: Q2 2026 in Review

Horizon Financial Services increased its Williams Companies (WMB) stake by 31% in Q2 2026, buying an estimated $4.2K and bringing the position to 238 shares worth $17.7K. The position accounts for 0.01% of the portfolio, ranked #268.

Horizon Financial Services first reported a position in WMB in Q1 2024 and has held it in 5 quarters since. 784 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Horizon Financial Services held 238 shares of Williams Companies worth $17.7K as of Q2 2026.
Horizon Financial Services bought 57 Williams Companies shares in Q2 2026, an estimated $4.2K.
Williams Companies made up 0.01% of Horizon Financial Services's portfolio in Q2 2026, its #268 holding.
Horizon Financial Services first reported a position in Williams Companies in Q1 2024 and has held it in 5 quarters since.
784 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Horizon Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.