MinichMacGregor Wealth Management’s Williams Companies WMB Stock Holding History

MinichMacGregor Wealth Management’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	$239K	Sell	3,208 -526	-14%	-$38.7K	0.04%	138
2026 Q1	$272K	Sell	3,734 -73	-2%	-$5.05K	0.05%	104
2025 Q4	$229K	Sell	3,807 -30	-0.8%	-$1.81K	0.04%	124
2025 Q3	$243K	Sell	3,837 -4,148	-52%	-$243K	0.05%	123
2025 Q2	$502K	Buy	7,985 +3,335	+72%	+$197K	0.11%	70
2025 Q1	$278K	Buy	4,650 +738	+19%	+$42.2K	0.06%	101
2024 Q4	$212K	Sell	3,912 -578	-13%	-$31.1K	0.04%	116
2024 Q3	$205K	Buy	+4,490	New	+$197K	0.04%	111
2023 Q1	–	Sell	-2,282	Closed	-$75.1K	–	659
2022 Q4	$75.1K	Buy	+2,282	New	+$74.3K	0.03%	145

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

MinichMacGregor Wealth Management's WMB Position: Q2 2026 in Review

MinichMacGregor Wealth Management reduced its Williams Companies (WMB) stake by 14% in Q2 2026, selling an estimated $38.7K and leaving 3,208 shares worth $239K. The position accounts for 0.04% of the portfolio, ranked #138.

MinichMacGregor Wealth Management first reported a position in WMB in Q4 2022 and has held it in 9 quarters since. The position peaked at $502K in Q2 2025. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

MinichMacGregor Wealth Management held 3,208 shares of Williams Companies worth $239K as of Q2 2026.
MinichMacGregor Wealth Management sold 526 Williams Companies shares in Q2 2026, an estimated $38.7K.
Williams Companies made up 0.04% of MinichMacGregor Wealth Management's portfolio in Q2 2026, its #138 holding.
MinichMacGregor Wealth Management first reported a position in Williams Companies in Q4 2022 and has held it in 9 quarters since.
MinichMacGregor Wealth Management's Williams Companies position peaked at $502K in Q2 2025.
514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.