Hummer Financial Advisory Services’s Williams Companies WMB Stock Holding History

Hummer Financial Advisory 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	$223K	Hold	3,000	–	–	0.15%	123
2026 Q1	$218K	Buy	+3,000	New	+$208K	0.15%	119

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

Hummer Financial Advisory Services's WMB Position: Q2 2026 in Review

Hummer Financial Advisory Services held its Williams Companies (WMB) position steady in Q2 2026 at 3,000 shares worth $223K. The position accounts for 0.15% of the portfolio, ranked #123.

Hummer Financial Advisory Services first reported a position in WMB in Q1 2026 and has held it in 2 quarters since. 784 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Hummer Financial Advisory Services held 3,000 shares of Williams Companies worth $223K as of Q2 2026.
Hummer Financial Advisory Services left its Williams Companies share count unchanged in Q2 2026.
Williams Companies made up 0.15% of Hummer Financial Advisory Services's portfolio in Q2 2026, its #123 holding.
Hummer Financial Advisory Services first reported a position in Williams Companies in Q1 2026 and has held it in 2 quarters since.
784 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Hummer Financial Advisory Services's 13F filing for Q2 2026, filed 7 Jul 2026.