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Onyx Bridge Wealth Group’s Williams Companies WMB Stock Holding History

Onyx Bridge Wealth 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 		$312K Buy
4,200
+668
+19% +$49.2K 0.03% 302
2026
Q1 		$257K Buy
3,532
+19
+0.5% +$1.31K 0.03% 310
2025
Q4 		$211K Sell
3,513
-47
-1% -$2.84K 0.02% 334
2025
Q3 		$226K Buy
3,560
+110
+3% +$6.46K 0.02% 320
2025
Q2 		$217K Sell
3,450
-186
-5% -$11K 0.03% 275
2025
Q1 		$217K Sell
3,636
-643
-15% -$36.8K 0.03% 256
2024
Q4 		$232K Sell
4,279
-722
-14% -$38.9K 0.03% 238
2024
Q3 		$228K Buy
5,001
+8
+0.2% +$352 0.03% 243
2024
Q2 		$212K Sell
4,993
-565
-10% -$22.7K 0.03% 243
2024
Q1 		$218K Sell
5,558
-642
-10% -$22.8K 0.04% 231
2023
Q4 		$216K Buy
+6,200
New +$218K 0.04% 224

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)
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FI
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

Onyx Bridge Wealth Group's WMB Position: Q2 2026 in Review

Onyx Bridge Wealth Group increased its Williams Companies (WMB) stake by 19% in Q2 2026, buying an estimated $49.2K and bringing the position to 4,200 shares worth $312K. The position accounts for 0.03% of the portfolio, ranked #302.

Onyx Bridge Wealth Group first reported a position in WMB in Q4 2023 and has held it in 11 quarters since. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Onyx Bridge Wealth Group held 4,200 shares of Williams Companies worth $312K as of Q2 2026.
  • Onyx Bridge Wealth Group bought 668 Williams Companies shares in Q2 2026, an estimated $49.2K.
  • Williams Companies made up 0.03% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #302 holding.
  • Onyx Bridge Wealth Group first reported a position in Williams Companies in Q4 2023 and has held it in 11 quarters since.
  • 514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.