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Precedent Wealth Partners’s Williams Companies WMB Stock Holding History

Precedent Wealth 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 		$663K Buy
8,915
+1,631
+22% +$120K 0.11% 127
2026
Q1 		$530K Sell
7,284
-587
-7% -$40.6K 0.11% 123
2025
Q4 		$473K Sell
7,871
-953
-11% -$57.6K 0.1% 129
2025
Q3 		$559K Sell
8,824
-542
-6% -$31.8K 0.12% 121
2025
Q2 		$588K Buy
9,366
+691
+8% +$40.8K 0.14% 118
2025
Q1 		$518K Sell
8,675
-200
-2% -$11.4K 0.14% 119
2024
Q4 		$480K Sell
8,875
-394
-4% -$21.2K 0.16% 118
2024
Q3 		$423K Buy
9,269
+729
+9% +$32K 0.14% 112
2024
Q2 		$363K Sell
8,540
-1,146
-12% -$46K 0.15% 112
2024
Q1 		$377K Sell
9,686
-380
-4% -$13.5K 0.16% 110
2023
Q4 		$351K Buy
+10,066
New +$353K 0.18% 102

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)
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
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
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 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

Precedent Wealth Partners's WMB Position: Q2 2026 in Review

Precedent Wealth Partners increased its Williams Companies (WMB) stake by 22% in Q2 2026, buying an estimated $120K and bringing the position to 8,915 shares worth $663K. The position accounts for 0.11% of the portfolio, ranked #127.

Precedent Wealth Partners first reported a position in WMB in Q4 2023 and has held it in 11 quarters since. 398 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Precedent Wealth Partners held 8,915 shares of Williams Companies worth $663K as of Q2 2026.
  • Precedent Wealth Partners bought 1,631 Williams Companies shares in Q2 2026, an estimated $120K.
  • Williams Companies made up 0.11% of Precedent Wealth Partners's portfolio in Q2 2026, its #127 holding.
  • Precedent Wealth Partners first reported a position in Williams Companies in Q4 2023 and has held it in 11 quarters since.
  • 398 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.