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LifeSteps Financial’s Williams Companies WMB Stock Holding History

LifeSteps Financial’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 		$146K Buy
+1,958
New +$144K 0.07% 117
2024
Q2 		– Sell
-1,748
Closed -$68.1K – 420
2024
Q1 		$68.1K Buy
+1,748
New +$62.1K 0.05% 132

Other funds holding WMB

CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 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
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
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

LifeSteps Financial's WMB Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Williams Companies (WMB) in Q2 2026: 1,958 shares worth $146K. The stake represents 0.07% of the portfolio and ranks #117 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in WMB as recently as Q1 2024.

LifeSteps Financial first reported a position in WMB in Q1 2024 and has held it in 2 quarters since. 364 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • LifeSteps Financial held 1,958 shares of Williams Companies worth $146K as of Q2 2026.
  • Williams Companies was a new LifeSteps Financial position in Q2 2026.
  • Williams Companies made up 0.07% of LifeSteps Financial's portfolio in Q2 2026, its #117 holding.
  • LifeSteps Financial first reported a position in Williams Companies in Q1 2024 and has held it in 2 quarters since.
  • 364 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.