JWCA
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J.W. Cole Advisors’s Williams Companies WMB Stock Holding History

J.W. Cole 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 		$5.96M Buy
+80,156
New +$5.9M 0.1% 201
2026
Q1 		– Sell
-75,637
Closed -$2.45M – 1490
2025
Q4 		$2.45M Buy
75,637
+4,340
+6% +$262K 0.06% 321
2025
Q3 		$4.52M Buy
71,297
+24,599
+53% +$1.44M 0.09% 228
2025
Q2 		$2.93M Buy
46,698
+11,786
+34% +$696K 0.06% 297
2025
Q1 		$2.09M Buy
34,912
+23,283
+200% +$1.33M 0.06% 309
2024
Q4 		$629K Buy
11,629
+1,392
+14% +$75K 0.03% 538
2024
Q3 		$467K Buy
10,237
+939
+10% +$41.3K 0.02% 619
2024
Q2 		$395K Buy
9,298
+257
+3% +$10.3K 0.02% 601
2024
Q1 		$352K Buy
+9,041
New +$321K 0.02% 635
2022
Q4 		– Sell
-7,085
Closed -$203K – 773
2022
Q3 		$203K Buy
+7,085
New +$231K 0.02% 670
2020
Q4 		– Sell
-17,269
Closed -$339K – 883
2020
Q3 		$339K Buy
+17,269
New +$352K 0.03% 503

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

J.W. Cole Advisors's WMB Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Williams Companies (WMB) in Q2 2026: 80,156 shares worth $5.96M. The stake represents 0.1% of the portfolio and ranks #201 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in WMB as recently as Q4 2025.

J.W. Cole Advisors first reported a position in WMB in Q3 2020 and has held it in 11 quarters since. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • J.W. Cole Advisors held 80,156 shares of Williams Companies worth $5.96M as of Q2 2026.
  • Williams Companies was a new J.W. Cole Advisors position in Q2 2026.
  • Williams Companies made up 0.1% of J.W. Cole Advisors's portfolio in Q2 2026, its #201 holding.
  • J.W. Cole Advisors first reported a position in Williams Companies in Q3 2020 and has held it in 11 quarters since.
  • 514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.