PFS Partners’s Williams Companies WMB Stock Holding History

PFS Partners’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	$13.3K	Buy	179 +2	+1%	+$147	0.01%	353
2026 Q1	$12.9K	Buy	177 +1	+0.6%	+$69	0.01%	328
2025 Q4	$10.6K	Buy	176 +1	+0.6%	+$60	﹤0.01%	351
2025 Q3	$11.1K	Buy	175 +2	+1%	+$117	0.01%	331
2025 Q2	$10.9K	Buy	+173	New	+$10.2K	0.01%	301
2024 Q2	–	Sell	-105	Closed	-$4.11K	–	474
2024 Q1	$4.11K	Buy	105 +1	+1%	+$36	﹤0.01%	367
2023 Q4	$3.63K	Buy	104 +1	+1%	+$35	﹤0.01%	371
2023 Q3	$3.46K	Buy	103 +2	+2%	+$68	﹤0.01%	369
2023 Q2	$3.31K	Buy	+101	New	+$3.03K	﹤0.01%	393

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

PFS Partners's WMB Position: Q2 2026 in Review

PFS Partners increased its Williams Companies (WMB) stake by 1.1% in Q2 2026, buying an estimated $147 and bringing the position to 179 shares worth $13.3K. The position accounts for 0.01% of the portfolio, ranked #353.

PFS Partners first reported a position in WMB in Q2 2023 and has held it in 9 quarters since. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

PFS Partners held 179 shares of Williams Companies worth $13.3K as of Q2 2026.
PFS Partners bought 2 Williams Companies shares in Q2 2026, an estimated $147.
Williams Companies made up 0.01% of PFS Partners's portfolio in Q2 2026, its #353 holding.
PFS Partners first reported a position in Williams Companies in Q2 2023 and has held it in 9 quarters since.
514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on PFS Partners's 13F filing for Q2 2026, filed 20 Jul 2026.