Johnson Bixby & Associates’s Williams Companies WMB Stock Holding History

Johnson Bixby & Associates’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	$416K	Sell	5,599 -295	-5%	-$21.7K	0.05%	86
2026 Q1	$429K	Buy	5,894 +316	+6%	+$21.9K	0.05%	82
2025 Q4	$335K	Buy	5,578 +78	+1%	+$4.72K	0.04%	94
2025 Q3	$348K	Hold	5,500	–	–	0.04%	90
2025 Q2	$345K	Hold	5,500	–	–	0.05%	88
2025 Q1	$329K	Hold	5,500	–	–	0.05%	88
2024 Q4	$298K	Hold	5,500	–	–	0.05%	93
2024 Q3	$251K	Hold	5,500	–	–	0.04%	102
2024 Q2	$234K	Hold	5,500	–	–	0.04%	102
2024 Q1	$214K	Buy	+5,500	New	+$195K	0.04%	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

Johnson Bixby & Associates's WMB Position: Q2 2026 in Review

Johnson Bixby & Associates reduced its Williams Companies (WMB) stake by 5% in Q2 2026, selling an estimated $21.7K and leaving 5,599 shares worth $416K. The position accounts for 0.05% of the portfolio, ranked #86.

Johnson Bixby & Associates first reported a position in WMB in Q1 2024 and has held it in 10 quarters since. The position peaked at $429K in Q1 2026. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Johnson Bixby & Associates held 5,599 shares of Williams Companies worth $416K as of Q2 2026.
Johnson Bixby & Associates sold 295 Williams Companies shares in Q2 2026, an estimated $21.7K.
Williams Companies made up 0.05% of Johnson Bixby & Associates's portfolio in Q2 2026, its #86 holding.
Johnson Bixby & Associates first reported a position in Williams Companies in Q1 2024 and has held it in 10 quarters since.
Johnson Bixby & Associates's Williams Companies position peaked at $429K in Q1 2026.
514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Johnson Bixby & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.