LWM
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LongView Wealth Management’s Williams Companies WMB Stock Holding History

LongView Wealth Management’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 		$209K Sell
2,812
-102
-4% -$7.51K 0.05% 222
2026
Q1 		$208K Buy
+2,914
New +$202K 0.05% 240

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

LongView Wealth Management's WMB Position: Q2 2026 in Review

LongView Wealth Management reduced its Williams Companies (WMB) stake by 3.5% in Q2 2026, selling an estimated $7.51K and leaving 2,812 shares worth $209K. The position accounts for 0.05% of the portfolio, ranked #222.

LongView Wealth Management first reported a position in WMB in Q1 2026 and has held it in 2 quarters since. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • LongView Wealth Management held 2,812 shares of Williams Companies worth $209K as of Q2 2026.
  • LongView Wealth Management sold 102 Williams Companies shares in Q2 2026, an estimated $7.51K.
  • Williams Companies made up 0.05% of LongView Wealth Management's portfolio in Q2 2026, its #222 holding.
  • LongView Wealth Management first reported a position in Williams Companies in Q1 2026 and has held it in 2 quarters since.
  • 514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.