IFG Advisory’s Williams Companies WMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$740K Buy
+9,955
New +$733K 0.03% 495
2025
Q4
Sell
-3,296
Closed -$209K 808
2025
Q3
$209K Buy
3,296
+92
+3% +$5.4K 0.01% 741
2025
Q2
$201K Sell
3,204
-1,796
-36% -$106K 0.01% 721
2025
Q1
$299K Hold
5,000
0.02% 568
2024
Q4
$271K Buy
+5,000
New +$269K 0.02% 556
2024
Q3
Sell
-8,782
Closed -$373K 627
2024
Q2
$373K Buy
+8,782
New +$352K 0.02% 459

Other funds holding WMB

IFG Advisory's WMB Position: Q2 2026 in Review

IFG Advisory opened a new position in Williams Companies (WMB) in Q2 2026: 9,955 shares worth $740K. The stake represents 0.03% of the portfolio and ranks #495 among its holdings. This is a return to the name: IFG Advisory previously reported a position in WMB as recently as Q3 2025.

IFG Advisory first reported a position in WMB in Q2 2024 and has held it in 6 quarters since. 1,826 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • IFG Advisory held 9,955 shares of Williams Companies worth $740K as of Q2 2026.
  • Williams Companies was a new IFG Advisory position in Q2 2026.
  • Williams Companies made up 0.03% of IFG Advisory's portfolio in Q2 2026, its #495 holding.
  • IFG Advisory first reported a position in Williams Companies in Q2 2024 and has held it in 6 quarters since.
  • 1,826 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.