Physician Wealth Advisors’s Williams Companies WMB Stock Holding History

Physician 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	$130K	Buy	1,748 +50	+3%	+$3.68K	0.02%	278
2026 Q1	$124K	Buy	1,698 +125	+8%	+$8.65K	0.02%	248
2025 Q4	$94.6K	Sell	1,573 -38	-2%	-$2.3K	0.01%	285
2025 Q3	$102K	Buy	1,611 +225	+16%	+$13.2K	0.01%	273
2025 Q2	$87.1K	Buy	1,386 +41	+3%	+$2.42K	0.01%	280
2025 Q1	$80.4K	Hold	1,345	–	–	0.01%	275
2024 Q4	$72.8K	Buy	+1,345	New	+$72.5K	0.01%	295

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

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

Physician Wealth Advisors increased its Williams Companies (WMB) stake by 2.9% in Q2 2026, buying an estimated $3.68K and bringing the position to 1,748 shares worth $130K. The position accounts for 0.02% of the portfolio, ranked #278.

Physician Wealth Advisors first reported a position in WMB in Q4 2024 and has held it in 7 quarters since. 305 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Physician Wealth Advisors held 1,748 shares of Williams Companies worth $130K as of Q2 2026.
Physician Wealth Advisors bought 50 Williams Companies shares in Q2 2026, an estimated $3.68K.
Williams Companies made up 0.02% of Physician Wealth Advisors's portfolio in Q2 2026, its #278 holding.
Physician Wealth Advisors first reported a position in Williams Companies in Q4 2024 and has held it in 7 quarters since.
305 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

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