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McBroom & Associates’s Williams Companies WMB Stock Holding History

McBroom & Associates’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 		$1.43M Buy
19,235
+3,612
+23% +$266K 0.72% 27
2026
Q1 		$1.14M Buy
15,623
+1,502
+11% +$104K 0.63% 29
2025
Q4 		$849K Buy
14,121
+1,684
+14% +$102K 0.41% 31
2025
Q3 		$788K Buy
12,437
+7,389
+146% +$434K 0.37% 31
2025
Q2 		$302K Hold
5,048
– – 0.17% 36
2025
Q1 		$302K Buy
+5,048
New +$289K 0.17% 36

Other funds holding WMB

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

McBroom & Associates's WMB Position: Q2 2026 in Review

McBroom & Associates increased its Williams Companies (WMB) stake by 23% in Q2 2026, buying an estimated $266K and bringing the position to 19,235 shares worth $1.43M. The position accounts for 0.72% of the portfolio, ranked #27.

McBroom & Associates first reported a position in WMB in Q1 2025 and has held it in 6 quarters since. 784 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • McBroom & Associates held 19,235 shares of Williams Companies worth $1.43M as of Q2 2026.
  • McBroom & Associates bought 3,612 Williams Companies shares in Q2 2026, an estimated $266K.
  • Williams Companies made up 0.72% of McBroom & Associates's portfolio in Q2 2026, its #27 holding.
  • McBroom & Associates first reported a position in Williams Companies in Q1 2025 and has held it in 6 quarters since.
  • 784 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on McBroom & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.