MFG
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Magnus Financial Group’s Williams Companies WMB Stock Holding History

Magnus Financial Group’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 		$1.56M Buy
20,994
+15
+0.1% +$1.1K 0.11% 124
2026
Q1 		$1.53M Sell
20,979
-1,020
-5% -$70.6K 0.12% 118
2025
Q4 		$1.32M Sell
21,999
-87
-0.4% -$5.26K 0.1% 142
2025
Q3 		$1.4M Buy
22,086
+129
+0.6% +$7.57K 0.11% 140
2025
Q2 		$1.38M Buy
21,957
+79
+0.4% +$4.66K 0.12% 130
2025
Q1 		$1.31M Hold
21,878
– – 0.13% 129
2024
Q4 		$1.18M Buy
21,878
+5,015
+30% +$270K 0.11% 133
2024
Q3 		$770K Buy
16,863
+18
+0.1% +$791 0.08% 171
2024
Q2 		$716K Sell
16,845
-1,055
-6% -$42.3K 0.08% 161
2024
Q1 		$698K Buy
17,900
+359
+2% +$12.8K 0.08% 163
2023
Q4 		$611K Buy
17,541
+160
+0.9% +$5.62K 0.08% 160
2023
Q3 		$586K Buy
17,381
+162
+0.9% +$5.53K 0.09% 149
2023
Q2 		$562K Buy
17,219
+175
+1% +$5.25K 0.08% 156
2023
Q1 		$509K Buy
17,044
+190
+1% +$5.87K 0.08% 164
2022
Q4 		$554K Sell
16,854
-4,224
-20% -$138K 0.09% 151
2022
Q3 		$603K Sell
21,078
-184
-0.9% -$6K 0.12% 136
2022
Q2 		$664K Buy
21,262
+229
+1% +$7.91K 0.12% 134
2022
Q1 		$703K Buy
21,033
+17
+0.1% +$520 0.12% 133
2021
Q4 		$547K Buy
21,016
+1,120
+6% +$31K 0.1% 135
2021
Q3 		$516K Buy
19,896
+1,120
+6% +$28.2K 0.11% 129
2021
Q2 		$498K Buy
18,776
+20
+0.1% +$512 0.11% 131
2021
Q1 		$444K Sell
18,756
-5,080
-21% -$115K 0.11% 125
2020
Q4 		$478K Buy
23,836
+234
+1% +$4.74K 0.05% 150
2020
Q3 		$464K Sell
23,602
-4,341
-16% -$88.4K 0.05% 138
2020
Q2 		$531K Buy
27,943
+9,657
+53% +$180K 0.06% 146
2020
Q1 		$259K Buy
+18,286
New +$354K 0.04% 343

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

Magnus Financial Group's WMB Position: Q2 2026 in Review

Magnus Financial Group increased its Williams Companies (WMB) stake by 0.07% in Q2 2026, buying an estimated $1.1K and bringing the position to 20,994 shares worth $1.56M. The position accounts for 0.11% of the portfolio, ranked #124.

Magnus Financial Group first reported a position in WMB in Q1 2020 and has held it in 26 quarters since. 485 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Magnus Financial Group held 20,994 shares of Williams Companies worth $1.56M as of Q2 2026.
  • Magnus Financial Group bought 15 Williams Companies shares in Q2 2026, an estimated $1.1K.
  • Williams Companies made up 0.11% of Magnus Financial Group's portfolio in Q2 2026, its #124 holding.
  • Magnus Financial Group first reported a position in Williams Companies in Q1 2020 and has held it in 26 quarters since.
  • 485 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.