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Legacy Advisors’s Williams Companies WMB Stock Holding History

Legacy 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 		$2.14M Sell
28,754
-2,898
-9% -$213K 0.2% 64
2026
Q1 		$2.3M Sell
31,652
-5,130
-14% -$355K 0.27% 50
2025
Q4 		$2.21M Sell
36,782
-1,492
-4% -$90.2K 0.24% 54
2025
Q3 		$2.42M Buy
+38,274
New +$2.25M 0.3% 46
2025
Q2 		– Sell
-42,011
Closed -$2.51M – 415
2025
Q1 		$2.51M Buy
42,011
+861
+2% +$49.3K 0.26% 74
2024
Q4 		$2.23M Sell
41,150
-2,596
-6% -$140K 0.22% 80
2024
Q3 		$2M Buy
43,746
+3,392
+8% +$149K 0.22% 84
2024
Q2 		$1.72M Buy
40,354
+311
+0.8% +$12.5K 0.21% 83
2024
Q1 		$1.56M Sell
40,043
-3,194
-7% -$113K 0.2% 93
2023
Q4 		$1.51M Buy
43,237
+1,836
+4% +$64.4K 0.19% 96
2023
Q3 		$1.39M Buy
41,401
+361
+0.9% +$12.3K 0.22% 92
2023
Q2 		$1.34M Buy
41,040
+10,601
+35% +$318K 0.2% 95
2023
Q1 		$909K Buy
30,439
+259
+0.9% +$8K 0.17% 104
2022
Q4 		$993K Buy
30,180
+305
+1% +$9.93K 0.18% 87
2022
Q3 		$855K Sell
29,875
-697
-2% -$22.7K 0.19% 82
2022
Q2 		$954K Buy
30,572
+11,520
+60% +$398K 0.2% 76
2022
Q1 		$637K Buy
+19,052
New +$582K 0.12% 104
2019
Q3 		– Sell
-1,000
Closed -$28K – 331
2019
Q2 		$28K Hold
1,000
– – 0.02% 237
2019
Q1 		$29K Buy
+1,000
New +$26.8K 0.01% 253
2018
Q4 		– Sell
-1,000
Closed -$27K – 398
2018
Q3 		$27K Hold
1,000
– – 0.01% 277
2018
Q2 		$27K Hold
1,000
– – 0.02% 234
2018
Q1 		$25K Hold
1,000
– – 0.02% 200
2017
Q4 		$30K Hold
1,000
– – 0.03% 157
2017
Q3 		$30K Hold
1,000
– – 0.03% 138
2017
Q2 		$30K Hold
1,000
– – 0.04% 119
2017
Q1 		$29K Hold
1,000
– – 0.04% 116
2016
Q4 		$31K Buy
+1,000
New +$30.1K 0.04% 126

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

Legacy Advisors's WMB Position: Q2 2026 in Review

Legacy Advisors reduced its Williams Companies (WMB) stake by 9.2% in Q2 2026, selling an estimated $213K and leaving 28,754 shares worth $2.14M. The position accounts for 0.2% of the portfolio, ranked #64.

Legacy Advisors first reported a position in WMB in Q4 2016 and has held it in 27 quarters since. The position peaked at $2.51M in Q1 2025. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Legacy Advisors held 28,754 shares of Williams Companies worth $2.14M as of Q2 2026.
  • Legacy Advisors sold 2,898 Williams Companies shares in Q2 2026, an estimated $213K.
  • Williams Companies made up 0.2% of Legacy Advisors's portfolio in Q2 2026, its #64 holding.
  • Legacy Advisors first reported a position in Williams Companies in Q4 2016 and has held it in 27 quarters since.
  • Legacy Advisors's Williams Companies position peaked at $2.51M in Q1 2025.
  • 514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.