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Raleigh Capital Management’s Williams Companies WMB Stock Holding History

Raleigh Capital 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
2026
Q2 		$2.27K Sell
30
-67
-69% -$4.93K ﹤0.01% 429
2026
Q1 		$7.06K Buy
97
+88
+978% +$6.09K ﹤0.01% 409
2025
Q4 		$538 Sell
9
-10,214
-100% -$618K ﹤0.01% 441
2025
Q3 		$648K Buy
10,223
+503
+5% +$29.5K 0.25% 100
2025
Q2 		$611K Buy
9,720
+215
+2% +$12.7K 0.26% 106
2025
Q1 		$568K Sell
9,505
-2,773
-23% -$159K 0.26% 106
2024
Q4 		$664K Sell
12,278
-10,855
-47% -$585K 0.26% 110
2024
Q3 		$1.06M Sell
23,133
-18,130
-44% -$797K 0.41% 74
2024
Q2 		$1.75M Sell
41,263
-14,654
-26% -$588K 0.75% 32
2024
Q1 		$2.18M Sell
55,917
-9,861
-15% -$350K 0.94% 22
2023
Q4 		$2.29M Sell
65,778
-2,068
-3% -$72.6K 1.06% 20
2023
Q3 		$2.29M Sell
67,846
-15
-0% -$512 1.17% 16
2023
Q2 		$2.21M Sell
67,861
-4,936
-7% -$148K 1.1% 18
2023
Q1 		$2.17M Buy
72,797
+3,749
+5% +$116K 1.08% 23
2022
Q4 		$2.27M Buy
69,048
+6,476
+10% +$211K 1.18% 24
2022
Q3 		$1.79M Buy
62,572
+9,969
+19% +$325K 1.05% 27
2022
Q2 		$1.64M Buy
52,603
+13,975
+36% +$482K 0.93% 31
2022
Q1 		$1.29M Buy
+38,628
New +$1.18M 0.7% 37

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)
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
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

Raleigh Capital Management's WMB Position: Q2 2026 in Review

Raleigh Capital Management reduced its Williams Companies (WMB) stake by 69% in Q2 2026, selling an estimated $4.93K and leaving 30 shares worth $2.27K. The position accounts for ﹤0.01% of the portfolio, ranked #429.

Raleigh Capital Management first reported a position in WMB in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.29M in Q4 2023. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Raleigh Capital Management held 30 shares of Williams Companies worth $2.27K as of Q2 2026.
  • Raleigh Capital Management sold 67 Williams Companies shares in Q2 2026, an estimated $4.93K.
  • Williams Companies made up ﹤0.01% of Raleigh Capital Management's portfolio in Q2 2026, its #429 holding.
  • Raleigh Capital Management first reported a position in Williams Companies in Q1 2022 and has held it in 18 quarters since.
  • Raleigh Capital Management's Williams Companies position peaked at $2.29M in Q4 2023.
  • 514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Raleigh Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.