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Marshall Financial Group (Maryland)’s Williams Companies WMB Stock Holding History

Marshall Financial Group (Maryland)’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 		– Sell
-12,388
Closed -$902K – 341
2026
Q1 		$902K Buy
12,388
+73
+0.6% +$5.05K 0.14% 133
2025
Q4 		$740K Buy
+12,315
New +$745K 0.14% 168

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

Marshall Financial Group (Maryland)'s WMB Position: Q2 2026 in Review

Marshall Financial Group (Maryland) sold out of Williams Companies (WMB) in Q2 2026, closing a stake of 12,388 shares — an estimated $902K sold.

Marshall Financial Group (Maryland) first reported a position in WMB in Q4 2025 and held it in 2 quarters. The position peaked at $902K in Q1 2026. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Marshall Financial Group (Maryland) reported no remaining Williams Companies position as of Q2 2026 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 12,388 Williams Companies shares in Q2 2026, an estimated $902K.
  • Marshall Financial Group (Maryland) first reported a position in Williams Companies in Q4 2025 and held it in 2 quarters.
  • Marshall Financial Group (Maryland)'s Williams Companies position peaked at $902K in Q1 2026.
  • 514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.