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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
2018
Q1 		– Sell
-500
Closed -$15K – 3840
2017
Q4 		$15K Hold
500
– – ﹤0.01% 2609
2017
Q3 		$15K Hold
500
– – ﹤0.01% 2800
2017
Q2 		$15K Hold
500
– – ﹤0.01% 2765
2017
Q1 		$15K Hold
500
– – ﹤0.01% 2689
2016
Q4 		$16K Buy
+500
New +$15.1K ﹤0.01% 2624

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.