Olistico Wealth’s Williams Companies WMB Stock Holding History

Olistico 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	$351K	Sell	4,722 -396	-8%	-$29.1K	0.15%	84
2026 Q1	$372K	Buy	5,118 +2,030	+66%	+$141K	0.18%	73
2025 Q4	$186K	Buy	+3,088	New	+$187K	0.09%	99
2025 Q3	–	Sell	-2,558	Closed	-$161K	–	347
2025 Q2	$161K	Sell	2,558 -495	-16%	-$29.2K	0.09%	104
2025 Q1	$182K	Buy	3,053 +484	+19%	+$27.7K	0.11%	105
2024 Q4	$139K	Sell	2,569 -40	-2%	-$2.16K	0.08%	113
2024 Q3	$119K	Sell	2,609 -316	-11%	-$13.9K	0.07%	115
2024 Q2	$124K	Buy	+2,925	New	+$117K	0.08%	116

Other funds holding WMB

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 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

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

VFM

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Olistico Wealth's WMB Position: Q2 2026 in Review

Olistico Wealth reduced its Williams Companies (WMB) stake by 7.7% in Q2 2026, selling an estimated $29.1K and leaving 4,722 shares worth $351K. The position accounts for 0.15% of the portfolio, ranked #84.

Olistico Wealth first reported a position in WMB in Q2 2024 and has held it in 8 quarters since. The position peaked at $372K in Q1 2026. 279 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Olistico Wealth held 4,722 shares of Williams Companies worth $351K as of Q2 2026.
Olistico Wealth sold 396 Williams Companies shares in Q2 2026, an estimated $29.1K.
Williams Companies made up 0.15% of Olistico Wealth's portfolio in Q2 2026, its #84 holding.
Olistico Wealth first reported a position in Williams Companies in Q2 2024 and has held it in 8 quarters since.
Olistico Wealth's Williams Companies position peaked at $372K in Q1 2026.
279 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.