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IFP Advisors’s Williams Companies WMB Stock Holding History

IFP Advisors’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 		$732K Sell
9,851
-268
-3% -$19.7K 0.01% 873
2026
Q1 		$736K Buy
10,119
+152
+2% +$10.5K 0.02% 814
2025
Q4 		$599K Buy
9,967
+118
+1% +$7.13K 0.01% 858
2025
Q3 		$624K Sell
9,849
-13,511
-58% -$793K 0.02% 782
2025
Q2 		$1.48M Sell
23,360
-6,065
-21% -$358K 0.04% 444
2025
Q1 		$1.76M Buy
29,425
+22,244
+310% +$1.27M 0.05% 384
2024
Q4 		$389K Buy
7,181
+1,885
+36% +$102K 0.01% 832
2024
Q3 		$242K Buy
5,296
+225
+4% +$9.89K 0.01% 1003
2024
Q2 		$216K Sell
5,071
-242
-5% -$9.71K 0.01% 1011
2024
Q1 		$207K Sell
5,313
-1,204
-18% -$42.8K 0.01% 984
2023
Q4 		$227K Sell
6,517
-2,948
-31% -$103K 0.01% 896
2023
Q3 		$319K Sell
9,465
-15,118
-61% -$516K 0.01% 757
2023
Q2 		$802K Buy
24,583
+221
+0.9% +$6.63K 0.03% 495
2023
Q1 		$650K Sell
24,362
-29,497
-55% -$911K 0.03% 509
2022
Q4 		$1.45M Sell
53,859
-24,386
-31% -$794K 0.04% 471
2022
Q3 		$2.14M Buy
78,245
+3,366
+4% +$110K 0.06% 370
2022
Q2 		$2.05M Hold
74,879
– – 0.07% 339
2022
Q1 		$2.05M Buy
74,879
+53,105
+244% +$1.62M 0.07% 339
2021
Q4 		$570K Buy
21,774
+2,762
+15% +$76.3K 0.01% 553
2021
Q3 		$494K Buy
19,012
+9,603
+102% +$242K 0.01% 590
2021
Q2 		$251K Buy
9,409
+4,165
+79% +$107K 0.01% 797
2021
Q1 		$124K Sell
5,244
-5,887
-53% -$134K ﹤0.01% 1074
2020
Q4 		$218K Sell
11,131
-1,217
-10% -$24.7K 0.01% 767
2020
Q3 		$244K Buy
12,348
+8,794
+247% +$179K 0.01% 637
2020
Q2 		$67K Sell
3,554
-506
-12% -$9.42K 0.01% 1082
2020
Q1 		$56K Sell
4,060
-1,681
-29% -$32.6K 0.01% 1066
2019
Q4 		$135K Sell
5,741
-1,273
-18% -$29.2K 0.01% 799
2019
Q3 		$167K Buy
+7,014
New +$177K 0.01% 830
2019
Q1 		$100K Sell
3,458
-8,552
-71% -$229K 0.01% 687
2018
Q4 		$258K Sell
12,010
-15,876
-57% -$397K 0.02% 771
2018
Q3 		$758K Buy
27,886
+14,354
+106% +$416K 0.03% 523
2018
Q2 		$367K Sell
13,532
-1,303
-9% -$34.4K 0.02% 793
2018
Q1 		$452K Buy
14,835
+500
+3% +$14.8K 0.02% 659
2017
Q4 		$437K Sell
14,335
-3,643
-20% -$106K 0.02% 675
2017
Q3 		$540K Sell
17,978
-162
-0.9% -$4.93K 0.02% 664
2017
Q2 		$549K Buy
18,140
+1,881
+12% +$56K 0.02% 649
2017
Q1 		$481K Buy
16,259
+857
+6% +$24.8K 0.02% 699
2016
Q4 		$480K Buy
15,402
+836
+6% +$25.2K 0.02% 633
2016
Q3 		$448K Buy
+14,566
New +$387K 0.02% 608
2016
Q2 		– Sell
-3,458
Closed -$100K – 4098
2016
Q1 		$100K Sell
3,458
-1,834
-35% -$31.5K 0.01% 686
2015
Q4 		$136K Buy
+5,292
New +$185K 0.01% 1014

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

IFP Advisors's WMB Position: Q2 2026 in Review

IFP Advisors reduced its Williams Companies (WMB) stake by 2.6% in Q2 2026, selling an estimated $19.7K and leaving 9,851 shares worth $732K. The position accounts for 0.01% of the portfolio, ranked #873.

IFP Advisors first reported a position in WMB in Q4 2015 and has held it in 41 quarters since. The position peaked at $2.14M in Q3 2022. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • IFP Advisors held 9,851 shares of Williams Companies worth $732K as of Q2 2026.
  • IFP Advisors sold 268 Williams Companies shares in Q2 2026, an estimated $19.7K.
  • Williams Companies made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #873 holding.
  • IFP Advisors first reported a position in Williams Companies in Q4 2015 and has held it in 41 quarters since.
  • IFP Advisors's Williams Companies position peaked at $2.14M in Q3 2022.
  • 514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.