Morton Brown Family Wealth’s Williams Companies WMB Stock Holding History

Morton Brown Family Wealth’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	$1.71K	Buy	+23	New	+$1.69K	﹤0.01%	270
2025 Q1	–	Sell	-125	Closed	-$6.76K	–	354
2024 Q4	$6.76K	Hold	125	–	–	﹤0.01%	194
2024 Q3	$5.71K	Buy	+125	New	+$5.5K	﹤0.01%	194
2022 Q4	–	Sell	-198	Closed	-$6K	–	225
2022 Q3	$6K	Buy	198 +148	+296%	+$4.82K	﹤0.01%	138
2022 Q2	$2K	Buy	+50	New	+$1.73K	﹤0.01%	209

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

Morton Brown Family Wealth's WMB Position: Q2 2026 in Review

Morton Brown Family Wealth opened a new position in Williams Companies (WMB) in Q2 2026: 23 shares worth $1.71K. The stake represents ﹤0.01% of the portfolio and ranks #270 among its holdings. This is a return to the name: Morton Brown Family Wealth previously reported a position in WMB as recently as Q4 2024.

Morton Brown Family Wealth first reported a position in WMB in Q2 2022 and has held it in 5 quarters since. The position peaked at $6.76K in Q4 2024. 451 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Morton Brown Family Wealth held 23 shares of Williams Companies worth $1.71K as of Q2 2026.
Williams Companies was a new Morton Brown Family Wealth position in Q2 2026.
Williams Companies made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #270 holding.
Morton Brown Family Wealth first reported a position in Williams Companies in Q2 2022 and has held it in 5 quarters since.
Morton Brown Family Wealth's Williams Companies position peaked at $6.76K in Q4 2024.
451 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.