Investment Partners Asset Management’s Williams Companies WMB Stock Holding History

Investment Partners Asset Management’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	$503K	Buy	6,765 +6	+0.1%	+$442	0.28%	97
2026 Q1	$492K	Buy	6,759 +10	+0.1%	+$692	0.3%	91
2025 Q4	$406K	Buy	6,749 +50	+0.7%	+$3.02K	0.25%	106
2025 Q3	$424K	Hold	6,699	–	–	0.28%	107
2025 Q2	$421K	Buy	6,699 +675	+11%	+$39.9K	0.29%	106
2025 Q1	$360K	Sell	6,024 -1,503	-20%	-$86K	0.28%	107
2024 Q4	$407K	Hold	7,527	–	–	0.32%	94
2024 Q3	$344K	Hold	7,527	–	–	0.28%	102
2024 Q2	$320K	Sell	7,527 -75	-1%	-$3.01K	0.29%	101
2024 Q1	$296K	Buy	7,602 +109	+1%	+$3.87K	0.27%	106
2023 Q4	$261K	Buy	+7,493	New	+$263K	0.26%	105

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

Investment Partners Asset Management's WMB Position: Q2 2026 in Review

Investment Partners Asset Management increased its Williams Companies (WMB) stake by 0.09% in Q2 2026, buying an estimated $442 and bringing the position to 6,765 shares worth $503K. The position accounts for 0.28% of the portfolio, ranked #97.

Investment Partners Asset Management first reported a position in WMB in Q4 2023 and has held it in 11 quarters since. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Investment Partners Asset Management held 6,765 shares of Williams Companies worth $503K as of Q2 2026.
Investment Partners Asset Management bought 6 Williams Companies shares in Q2 2026, an estimated $442.
Williams Companies made up 0.28% of Investment Partners Asset Management's portfolio in Q2 2026, its #97 holding.
Investment Partners Asset Management first reported a position in Williams Companies in Q4 2023 and has held it in 11 quarters since.
514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Investment Partners Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.