Mayflower Financial Advisors’s Williams Companies WMB Stock Holding History

Mayflower Financial 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	$826K	Sell	11,107 -186	-2%	-$13.7K	0.07%	218
2026 Q1	$822K	Buy	11,293 +869	+8%	+$60.2K	0.1%	193
2025 Q4	$627K	Sell	10,424 -213	-2%	-$12.9K	0.08%	214
2025 Q3	$674K	Buy	10,637 +4,371	+70%	+$257K	0.08%	204
2025 Q2	$394K	Buy	6,266 +1,519	+32%	+$89.7K	0.05%	270
2025 Q1	$284K	Buy	4,747 +475	+11%	+$27.2K	0.04%	315
2024 Q4	$231K	Buy	+4,272	New	+$230K	0.03%	347

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) 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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Mayflower Financial Advisors's WMB Position: Q2 2026 in Review

Mayflower Financial Advisors reduced its Williams Companies (WMB) stake by 1.6% in Q2 2026, selling an estimated $13.7K and leaving 11,107 shares worth $826K. The position accounts for 0.07% of the portfolio, ranked #218.

Mayflower Financial Advisors first reported a position in WMB in Q4 2024 and has held it in 7 quarters since. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Mayflower Financial Advisors held 11,107 shares of Williams Companies worth $826K as of Q2 2026.
Mayflower Financial Advisors sold 186 Williams Companies shares in Q2 2026, an estimated $13.7K.
Williams Companies made up 0.07% of Mayflower Financial Advisors's portfolio in Q2 2026, its #218 holding.
Mayflower Financial Advisors first reported a position in Williams Companies in Q4 2024 and has held it in 7 quarters since.
514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

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