Opal Wealth Advisors’s Williams Companies WMB Stock Holding History

Opal Wealth Advisors’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	–	Sell	-1,342	Closed	-$97.7K	–	587
2026 Q1	$97.7K	Buy	+1,342	New	+$92.9K	0.02%	286
2025 Q3	–	Sell	-1,122	Closed	-$70.5K	–	555
2025 Q2	$70.5K	Sell	1,122 -21	-2%	-$1.24K	0.02%	322
2025 Q1	$68.3K	Buy	+1,143	New	+$65.4K	0.02%	314
2024 Q3	–	Sell	-1,319	Closed	-$56.1K	–	1169
2024 Q2	$56.1K	Sell	1,319 -16	-1%	-$642	0.02%	342
2024 Q1	$52K	Buy	+1,335	New	+$47.4K	0.02%	208

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

Opal Wealth Advisors's WMB Position: Q2 2026 in Review

Opal Wealth Advisors sold out of Williams Companies (WMB) in Q2 2026, closing a stake of 1,342 shares — an estimated $97.7K sold.

Opal Wealth Advisors first reported a position in WMB in Q1 2024 and held it in 5 quarters. The position peaked at $97.7K in Q1 2026. 305 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Opal Wealth Advisors reported no remaining Williams Companies position as of Q2 2026 after selling out during the quarter.
Opal Wealth Advisors sold 1,342 Williams Companies shares in Q2 2026, an estimated $97.7K.
Opal Wealth Advisors first reported a position in Williams Companies in Q1 2024 and held it in 5 quarters.
Opal Wealth Advisors's Williams Companies position peaked at $97.7K in Q1 2026.
305 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.