Northstar Advisory Group’s Williams Companies WMB Stock Holding History

Northstar Advisory Group’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	$4.9M	Buy	65,965 +58,622	+798%	+$4.31M	1.52%	16
2026 Q1	$534K	Sell	7,343 -417	-5%	-$28.9K	0.2%	81
2025 Q4	$466K	Buy	7,760 +79	+1%	+$4.78K	0.17%	83
2025 Q3	$487K	Sell	7,681 -47,536	-86%	-$2.79M	0.2%	80
2025 Q2	$3.47M	Buy	55,217 +32,758	+146%	+$1.93M	1.69%	17
2025 Q1	$1.34M	Buy	22,459 +12,325	+122%	+$705K	0.88%	34
2024 Q4	$548K	Buy	10,134 +296	+3%	+$16K	0.28%	65
2024 Q3	$449K	Buy	+9,838	New	+$432K	0.23%	71

Other funds holding WMB

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 Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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 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

Northstar Advisory Group's WMB Position: Q2 2026 in Review

Northstar Advisory Group increased its Williams Companies (WMB) stake by 798% in Q2 2026, buying an estimated $4.31M and bringing the position to 65,965 shares worth $4.9M. The position accounts for 1.52% of the portfolio, ranked #16.

Northstar Advisory Group first reported a position in WMB in Q3 2024 and has held it in 8 quarters since. 784 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Northstar Advisory Group held 65,965 shares of Williams Companies worth $4.9M as of Q2 2026.
Northstar Advisory Group bought 58,622 Williams Companies shares in Q2 2026, an estimated $4.31M.
Williams Companies made up 1.52% of Northstar Advisory Group's portfolio in Q2 2026, its #16 holding.
Northstar Advisory Group first reported a position in Williams Companies in Q3 2024 and has held it in 8 quarters since.
784 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Northstar Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.