Kellett Wealth Advisors’s Williams Companies WMB Stock Holding History

Kellett Wealth 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	$327K	Buy	4,400 +200	+5%	+$14.7K	0.15%	70
2026 Q1	$306K	Hold	4,200	–	–	0.17%	61
2025 Q4	$252K	Hold	4,200	–	–	0.14%	68
2025 Q3	$266K	Hold	4,200	–	–	0.16%	61
2025 Q2	$264K	Buy	+4,200	New	+$248K	0.17%	57

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

Kellett Wealth Advisors's WMB Position: Q2 2026 in Review

Kellett Wealth Advisors increased its Williams Companies (WMB) stake by 4.8% in Q2 2026, buying an estimated $14.7K and bringing the position to 4,400 shares worth $327K. The position accounts for 0.15% of the portfolio, ranked #70.

Kellett Wealth Advisors first reported a position in WMB in Q2 2025 and has held it in 5 quarters since. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Kellett Wealth Advisors held 4,400 shares of Williams Companies worth $327K as of Q2 2026.
Kellett Wealth Advisors bought 200 Williams Companies shares in Q2 2026, an estimated $14.7K.
Williams Companies made up 0.15% of Kellett Wealth Advisors's portfolio in Q2 2026, its #70 holding.
Kellett Wealth Advisors first reported a position in Williams Companies in Q2 2025 and has held it in 5 quarters since.
514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

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