Quantum Financial Advisors’s Williams Companies WMB Stock Holding History

Quantum Financial 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	$251K	Sell	3,374 -569	-14%	-$41.9K	0.02%	210
2026 Q1	$287K	Buy	3,943 +2	+0.1%	+$138	0.03%	170
2025 Q4	$237K	Buy	3,941 +7	+0.2%	+$423	0.03%	183
2025 Q3	$249K	Buy	3,934 +1	+0%	+$59	0.03%	163
2025 Q2	$247K	Buy	3,933 +190	+5%	+$11.2K	0.03%	153
2025 Q1	$224K	Sell	3,743 -3	-0.1%	-$172	0.03%	161
2024 Q4	$203K	Buy	+3,746	New	+$202K	0.03%	184

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

Quantum Financial Advisors's WMB Position: Q2 2026 in Review

Quantum Financial Advisors reduced its Williams Companies (WMB) stake by 14% in Q2 2026, selling an estimated $41.9K and leaving 3,374 shares worth $251K. The position accounts for 0.02% of the portfolio, ranked #210.

Quantum Financial Advisors first reported a position in WMB in Q4 2024 and has held it in 7 quarters since. The position peaked at $287K in Q1 2026. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Quantum Financial Advisors held 3,374 shares of Williams Companies worth $251K as of Q2 2026.
Quantum Financial Advisors sold 569 Williams Companies shares in Q2 2026, an estimated $41.9K.
Williams Companies made up 0.02% of Quantum Financial Advisors's portfolio in Q2 2026, its #210 holding.
Quantum Financial Advisors first reported a position in Williams Companies in Q4 2024 and has held it in 7 quarters since.
Quantum Financial Advisors's Williams Companies position peaked at $287K in Q1 2026.
514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.