QWM
WMB icon

Quaker Wealth Management’s Williams Companies WMB Stock Holding History

Quaker Wealth Management’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
2025
Q2 		– Sell
-205
Closed -$12.3K – 1733
2025
Q1 		$12.3K Buy
+205
New +$11.7K ﹤0.01% 282

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 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

Quaker Wealth Management's WMB Position: Q2 2026 in Review

Quaker Wealth Management increased its Williams Companies (WMB) stake by 3.3% in Q2 2026, buying an estimated $515 and bringing the position to 222 shares worth $16.5K. The position accounts for ﹤0.01% of the portfolio, ranked #247.

Quaker Wealth Management first reported a position in WMB in Q2 2025 and has held it in 5 quarters since. 635 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Quaker Wealth Management held 222 shares of Williams Companies worth $16.5K as of Q2 2026.
  • Quaker Wealth Management bought 7 Williams Companies shares in Q2 2026, an estimated $515.
  • Williams Companies made up ﹤0.01% of Quaker Wealth Management's portfolio in Q2 2026, its #247 holding.
  • Quaker Wealth Management first reported a position in Williams Companies in Q2 2025 and has held it in 5 quarters since.
  • 635 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.