Madison Park Capital Advisors’s Williams Companies WMB Stock Holding History

Madison Park Capital 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	$1.14M	Buy	22,339 +9,980	+81%	+$734K	0.81%	28
2026 Q1	$899K	Hold	12,359	–	–	0.71%	28
2025 Q4	$743K	Hold	12,359	–	–	0.6%	29
2025 Q3	$783K	Hold	12,359	–	–	0.64%	29
2025 Q2	$776K	Hold	12,359	–	–	0.65%	29
2025 Q1	$739K	Buy	12,359 +59	+0.5%	+$3.38K	0.65%	30
2024 Q4	$666K	Hold	12,300	–	–	0.53%	35
2024 Q3	$561K	Hold	12,300	–	–	0.42%	36
2024 Q2	$523K	Hold	12,300	–	–	0.44%	35
2024 Q1	$479K	Hold	12,300	–	–	0.42%	35
2023 Q4	$428K	Buy	+12,300	New	+$432K	0.41%	36

Other funds holding WMB

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Madison Park Capital Advisors's WMB Position: Q2 2026 in Review

Madison Park Capital Advisors increased its Williams Companies (WMB) stake by 81% in Q2 2026, buying an estimated $734K and bringing the position to 22,339 shares worth $1.14M. The position accounts for 0.81% of the portfolio, ranked #28.

Madison Park Capital Advisors first reported a position in WMB in Q4 2023 and has held it in 11 quarters since. 784 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Madison Park Capital Advisors held 22,339 shares of Williams Companies worth $1.14M as of Q2 2026.
Madison Park Capital Advisors bought 9,980 Williams Companies shares in Q2 2026, an estimated $734K.
Williams Companies made up 0.81% of Madison Park Capital Advisors's portfolio in Q2 2026, its #28 holding.
Madison Park Capital Advisors first reported a position in Williams Companies in Q4 2023 and has held it in 11 quarters since.
784 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Madison Park Capital Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.