Red Door Wealth Management’s Williams Companies WMB Stock Holding History

Red Door 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
2026 Q2	$304K	Buy	4,085 +87	+2%	+$6.4K	0.03%	253
2026 Q1	$291K	Buy	+3,998	New	+$277K	0.03%	236
2024 Q1	–	Sell	-6,598	Closed	-$230K	–	212
2023 Q4	$230K	Buy	+6,598	New	+$232K	0.05%	177

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) 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

Red Door Wealth Management's WMB Position: Q2 2026 in Review

Red Door Wealth Management increased its Williams Companies (WMB) stake by 2.2% in Q2 2026, buying an estimated $6.4K and bringing the position to 4,085 shares worth $304K. The position accounts for 0.03% of the portfolio, ranked #253.

Red Door Wealth Management first reported a position in WMB in Q4 2023 and has held it in 3 quarters since. 398 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Red Door Wealth Management held 4,085 shares of Williams Companies worth $304K as of Q2 2026.
Red Door Wealth Management bought 87 Williams Companies shares in Q2 2026, an estimated $6.4K.
Williams Companies made up 0.03% of Red Door Wealth Management's portfolio in Q2 2026, its #253 holding.
Red Door Wealth Management first reported a position in Williams Companies in Q4 2023 and has held it in 3 quarters since.
398 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

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