Rational Advisors’s Williams Companies WMB Stock Holding History

Rational 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	$234K	Sell	3,141 -29,400	-90%	-$2.16M	0.02%	120
2026 Q1	$2.16M	Buy	32,541 +15,947	+96%	+$1.1M	0.22%	66
2025 Q4	$997K	Buy	16,594 +12,957	+356%	+$783K	0.1%	90
2025 Q3	$230K	Buy	+3,637	New	+$213K	0.02%	119
2024 Q4	–	Sell	-1,447	Closed	-$66.1K	–	181
2024 Q3	$66.1K	Sell	1,447 -139	-9%	-$6.11K	0.01%	105
2024 Q2	$67.4K	Sell	1,586 -62	-4%	-$2.49K	0.01%	127
2024 Q1	$64.2K	Hold	1,648	–	–	0.01%	139
2023 Q4	$57.4K	Hold	1,648	–	–	0.01%	142
2023 Q3	$55.5K	Sell	1,648 -38	-2%	-$1.3K	0.01%	153
2023 Q2	$55K	Sell	1,686 -63	-4%	-$1.89K	﹤0.01%	157
2023 Q1	$52.2K	Buy	1,749 +58	+3%	+$1.79K	﹤0.01%	149
2022 Q4	$55.6K	Buy	1,691 +37	+2%	+$1.21K	﹤0.01%	118
2022 Q3	$47K	Buy	1,654 +69	+4%	+$2.25K	﹤0.01%	117
2022 Q2	$49K	Buy	1,585 +183	+13%	+$6.32K	﹤0.01%	117
2022 Q1	$47K	Buy	1,402 +491	+54%	+$15K	﹤0.01%	126
2021 Q4	$24K	Buy	911 +497	+120%	+$13.7K	﹤0.01%	155
2021 Q3	$11K	Buy	+414	New	+$10.4K	﹤0.01%	147
2020 Q4	–	Sell	-518	Closed	-$10K	–	605
2020 Q3	$10K	Sell	518 -648	-56%	-$13.2K	﹤0.01%	288
2020 Q2	$22K	Buy	+1,166	New	+$21.7K	0.01%	269
2020 Q1	–	Sell	-267	Closed	-$6K	–	523
2019 Q4	$6K	Sell	267 -2,826	-91%	-$64.7K	﹤0.01%	480
2019 Q3	$74K	Buy	3,093 +1,385	+81%	+$34.9K	0.03%	318
2019 Q2	$48K	Buy	1,708 +1,612	+1,679%	+$44.8K	0.02%	351
2019 Q1	$3K	Sell	96 -208	-68%	-$5.58K	﹤0.01%	492
2018 Q4	$7K	Sell	304 -1,541	-84%	-$38.5K	﹤0.01%	412
2018 Q3	$50K	Buy	1,845 +1,295	+235%	+$37.6K	0.01%	288
2018 Q2	$15K	Buy	+550	New	+$14.5K	0.01%	349
2015 Q3	$5K	Hold	144	–	–	﹤0.01%	417
2015 Q2	$8K	Hold	144	–	–	﹤0.01%	375
2015 Q1	$7K	Sell	144 -96	-40%	-$4.45K	﹤0.01%	394
2014 Q4	$11K	Buy	+240	New	+$12.3K	﹤0.01%	421
2013 Q4	$14K	Sell	360 -24	-6%	-$863	﹤0.01%	779
2013 Q3	$14K	Hold	384	–	–	﹤0.01%	794
2013 Q2	$12K	Buy	+384	New	+$13.8K	﹤0.01%	813

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

Rational Advisors's WMB Position: Q2 2026 in Review

Rational Advisors reduced its Williams Companies (WMB) stake by 90% in Q2 2026, selling an estimated $2.16M and leaving 3,141 shares worth $234K. The position accounts for 0.02% of the portfolio, ranked #120.

Rational Advisors first reported a position in WMB in Q2 2013 and has held it in 33 quarters since. The position peaked at $2.16M in Q1 2026. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Rational Advisors held 3,141 shares of Williams Companies worth $234K as of Q2 2026.
Rational Advisors sold 29,400 Williams Companies shares in Q2 2026, an estimated $2.16M.
Williams Companies made up 0.02% of Rational Advisors's portfolio in Q2 2026, its #120 holding.
Rational Advisors first reported a position in Williams Companies in Q2 2013 and has held it in 33 quarters since.
Rational Advisors's Williams Companies position peaked at $2.16M in Q1 2026.
514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Rational Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.