Innova Wealth Partners’s Williams Companies WMB Stock Holding History

Innova Wealth Partners’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	$389K	Sell	5,235 -12	-0.2%	-$883	0.16%	111
2026 Q1	$382K	Sell	5,247 -46	-0.9%	-$3.19K	0.18%	95
2025 Q4	$318K	Buy	5,293 +776	+17%	+$46.9K	0.16%	95
2025 Q3	$286K	Buy	4,517 +101	+2%	+$5.93K	0.15%	92
2025 Q2	$277K	Sell	4,416 -24	-0.5%	-$1.42K	0.16%	79
2025 Q1	$265K	Buy	4,440 +256	+6%	+$14.7K	0.16%	78
2024 Q4	$226K	Buy	+4,184	New	+$225K	0.14%	82

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) 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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Innova Wealth Partners's WMB Position: Q2 2026 in Review

Innova Wealth Partners reduced its Williams Companies (WMB) stake by 0.23% in Q2 2026, selling an estimated $883 and leaving 5,235 shares worth $389K. The position accounts for 0.16% of the portfolio, ranked #111.

Innova Wealth Partners first reported a position in WMB in Q4 2024 and has held it in 7 quarters since. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Innova Wealth Partners held 5,235 shares of Williams Companies worth $389K as of Q2 2026.
Innova Wealth Partners sold 12 Williams Companies shares in Q2 2026, an estimated $883.
Williams Companies made up 0.16% of Innova Wealth Partners's portfolio in Q2 2026, its #111 holding.
Innova Wealth Partners first reported a position in Williams Companies in Q4 2024 and has held it in 7 quarters since.
514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Innova Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.