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Laffer Tengler Investments’s Williams Companies WMB Stock Holding History

Laffer Tengler Investments’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 		$8.02M Buy
107,897
+3,048
+3% +$224K 1.03% 32
2026
Q1 		$7.63M Buy
104,849
+20,801
+25% +$1.44M 1.13% 29
2025
Q4 		$5.05M Buy
84,048
+8,388
+11% +$507K 0.77% 39
2025
Q3 		$4.79M Buy
75,660
+12,473
+20% +$732K 0.76% 41
2025
Q2 		$3.97M Sell
63,187
-10,779
-15% -$636K 0.71% 43
2025
Q1 		$4.42M Buy
+73,966
New +$4.23M 0.94% 37
2024
Q3 		– Sell
-2,265
Closed -$96.3K – 348
2024
Q2 		$96.3K Buy
2,265
+2,143
+1,757% +$86K 0.02% 213
2024
Q1 		$4.75K Buy
+122
New +$4.33K ﹤0.01% 341
2019
Q2 		– Sell
-75,477
Closed -$2.17M – 179
2019
Q1 		$2.17M Hold
75,477
– – 0.58% 79
2018
Q4 		$1.66M Hold
75,477
– – 0.49% 106
2018
Q3 		$2.05M Hold
75,477
– – 0.51% 111
2018
Q2 		$2.05M Hold
75,477
– – 0.52% 108
2018
Q1 		$1.88M Buy
75,477
+18,693
+33% +$552K 0.47% 129
2017
Q4 		$1.73M Hold
56,784
– – 0.43% 120
2017
Q3 		$1.7M Sell
56,784
-3,960
-7% -$120K 0.45% 118
2017
Q2 		$1.84M Hold
60,744
– – 0.47% 116
2017
Q1 		$1.8M Hold
60,744
– – 0.47% 108
2016
Q4 		$1.89M Buy
60,744
+10,900
+22% +$328K 0.51% 70
2016
Q3 		$1.53M Hold
49,844
– – 0.43% 84
2016
Q2 		$1.08M Buy
+49,844
New +$1M 0.31% 137
2015
Q3 		– Sell
-359
Closed -$20.6K – 230
2015
Q2 		$20.6K Sell
359
-293,954
-100% -$15.1M 0.01% 216
2015
Q1 		$14.9M Buy
+294,313
New +$13.6M 2.08% 5
2014
Q4 		– Sell
-272,876
Closed -$14M – 12
2014
Q3 		$15.1M Buy
272,876
+25,310
+10% +$1.45M 2.23% 2
2014
Q2 		$14.4M Sell
247,566
-55,813
-18% -$2.59M 2.22% 1
2014
Q1 		$12.3M Buy
303,379
+4,117
+1% +$167K 1.98% 1
2013
Q4 		$11.5M Buy
+299,262
New +$10.8M 1.91% 1
2013
Q3 		– Sell
-208,727
Closed -$7.31M – 1
2013
Q2 		$6.78M Buy
+208,727
New +$7.51M 1.33% 9

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

Laffer Tengler Investments's WMB Position: Q2 2026 in Review

Laffer Tengler Investments increased its Williams Companies (WMB) stake by 2.9% in Q2 2026, buying an estimated $224K and bringing the position to 107,897 shares worth $8.02M. The position accounts for 1.03% of the portfolio, ranked #32.

Laffer Tengler Investments first reported a position in WMB in Q2 2013 and has held it in 27 quarters since. The position peaked at $15.1M in Q3 2014. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Laffer Tengler Investments held 107,897 shares of Williams Companies worth $8.02M as of Q2 2026.
  • Laffer Tengler Investments bought 3,048 Williams Companies shares in Q2 2026, an estimated $224K.
  • Williams Companies made up 1.03% of Laffer Tengler Investments's portfolio in Q2 2026, its #32 holding.
  • Laffer Tengler Investments first reported a position in Williams Companies in Q2 2013 and has held it in 27 quarters since.
  • Laffer Tengler Investments's Williams Companies position peaked at $15.1M in Q3 2014.
  • 514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Laffer Tengler Investments's 13F filing for Q2 2026, filed 21 Jul 2026.