JNBA Financial Advisors’s Williams Companies WMB Stock Holding History

JNBA Financial 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	$76.2K	Buy	1,025 +45	+5%	+$3.31K	0.01%	273
2026 Q1	$71.3K	Hold	980	–	–	0.01%	263
2025 Q4	$58.9K	Sell	980 -140	-13%	-$8.46K	0.01%	289
2025 Q3	$71K	Hold	1,120	–	–	0.01%	268
2025 Q2	$70.3K	Hold	1,120	–	–	0.01%	263
2025 Q1	$66.9K	Hold	1,120	–	–	0.01%	251
2024 Q4	$60.6K	Hold	1,120	–	–	0.01%	266
2024 Q3	$51.1K	Sell	1,120 -166	-13%	-$7.3K	0.01%	285
2024 Q2	$54.7K	Hold	1,286	–	–	0.01%	275
2024 Q1	$50.1K	Hold	1,286	–	–	0.01%	287
2023 Q4	$44.8K	Sell	1,286 -444	-26%	-$15.6K	0.01%	295
2023 Q3	$58.3K	Buy	1,730 +470	+37%	+$16K	0.01%	268
2023 Q2	$41.1K	Sell	1,260 -162	-11%	-$4.86K	﹤0.01%	308
2023 Q1	$42.5K	Buy	1,422 +442	+45%	+$13.7K	0.01%	301
2022 Q4	$32.2K	Hold	980	–	–	﹤0.01%	321
2022 Q3	$28K	Hold	980	–	–	﹤0.01%	338
2022 Q2	$31K	Hold	980	–	–	﹤0.01%	337
2022 Q1	$33K	Sell	980 -200	-17%	-$6.11K	﹤0.01%	342
2021 Q4	$31K	Hold	1,180	–	–	﹤0.01%	361
2021 Q3	$31K	Hold	1,180	–	–	﹤0.01%	355
2021 Q2	$31K	Hold	1,180	–	–	﹤0.01%	349
2021 Q1	$28K	Hold	1,180	–	–	﹤0.01%	352
2020 Q4	$24K	Hold	1,180	–	–	﹤0.01%	347
2020 Q3	$23K	Hold	1,180	–	–	﹤0.01%	325
2020 Q2	$22K	Hold	1,180	–	–	﹤0.01%	323
2020 Q1	$17K	Hold	1,180	–	–	﹤0.01%	329
2019 Q4	$28K	Hold	1,180	–	–	0.01%	314
2019 Q3	$28K	Hold	1,180	–	–	0.01%	299
2019 Q2	$33K	Hold	1,180	–	–	0.01%	284
2019 Q1	$34K	Hold	1,180	–	–	0.01%	269
2018 Q4	$26K	Buy	1,180 +480	+69%	+$12K	0.01%	276
2018 Q3	$19K	Buy	700 +500	+250%	+$14.5K	0.01%	321
2018 Q2	$5K	Hold	200	–	–	﹤0.01%	461
2018 Q1	$5K	Hold	200	–	–	﹤0.01%	428
2017 Q4	$6K	Hold	200	–	–	﹤0.01%	403
2017 Q3	$6K	Hold	200	–	–	﹤0.01%	394
2017 Q2	$6K	Hold	200	–	–	﹤0.01%	382
2017 Q1	$6K	Hold	200	–	–	﹤0.01%	393
2016 Q4	$6K	Sell	200 -33,552	-99%	-$1.01M	﹤0.01%	400
2016 Q3	$1.04M	Buy	33,752 +33,552	+16,776%	+$890K	0.15%	47
2016 Q2	$4K	Hold	200	–	–	﹤0.01%	431
2016 Q1	$3K	Buy	+200	New	+$3.44K	﹤0.01%	472

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

JNBA Financial Advisors's WMB Position: Q2 2026 in Review

JNBA Financial Advisors increased its Williams Companies (WMB) stake by 4.6% in Q2 2026, buying an estimated $3.31K and bringing the position to 1,025 shares worth $76.2K. The position accounts for 0.01% of the portfolio, ranked #273.

JNBA Financial Advisors first reported a position in WMB in Q1 2016 and has held it in 42 quarters since. The position peaked at $1.04M in Q3 2016. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

JNBA Financial Advisors held 1,025 shares of Williams Companies worth $76.2K as of Q2 2026.
JNBA Financial Advisors bought 45 Williams Companies shares in Q2 2026, an estimated $3.31K.
Williams Companies made up 0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #273 holding.
JNBA Financial Advisors first reported a position in Williams Companies in Q1 2016 and has held it in 42 quarters since.
JNBA Financial Advisors's Williams Companies position peaked at $1.04M in Q3 2016.
514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.