Legacy Financial Strategies’s Williams Companies WMB Stock Holding History

Legacy Financial Strategies’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	$584K	Buy	7,858 +14	+0.2%	+$1.03K	0.09%	81
2026 Q1	$571K	Buy	7,844 +149	+2%	+$10.3K	0.1%	77
2025 Q4	$463K	Buy	7,695 +23	+0.3%	+$1.39K	0.08%	83
2025 Q3	$486K	Buy	7,672 +114	+2%	+$6.69K	0.09%	81
2025 Q2	$475K	Buy	7,558 +680	+10%	+$40.1K	0.09%	80
2025 Q1	$411K	Sell	6,878 -13	-0.2%	-$744	0.09%	74
2024 Q4	$385K	Buy	6,891 +98	+1%	+$5.28K	0.08%	81
2024 Q3	$310K	Buy	+6,793	New	+$299K	0.07%	87

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

Legacy Financial Strategies's WMB Position: Q2 2026 in Review

Legacy Financial Strategies increased its Williams Companies (WMB) stake by 0.18% in Q2 2026, buying an estimated $1.03K and bringing the position to 7,858 shares worth $584K. The position accounts for 0.09% of the portfolio, ranked #81.

Legacy Financial Strategies first reported a position in WMB in Q3 2024 and has held it in 8 quarters since. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Legacy Financial Strategies held 7,858 shares of Williams Companies worth $584K as of Q2 2026.
Legacy Financial Strategies bought 14 Williams Companies shares in Q2 2026, an estimated $1.03K.
Williams Companies made up 0.09% of Legacy Financial Strategies's portfolio in Q2 2026, its #81 holding.
Legacy Financial Strategies first reported a position in Williams Companies in Q3 2024 and has held it in 8 quarters since.
514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Legacy Financial Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.