Register Financial Advisors’s Williams Companies WMB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$801K	Buy	10,778 +812	+8%	+$59.8K	0.25%	103
2026 Q1	$725K	Buy	9,966 +414	+4%	+$28.7K	0.27%	95
2025 Q4	$574K	Buy	9,552 +149	+2%	+$9.01K	0.22%	104
2025 Q3	$596K	Buy	9,403 +47	+0.5%	+$2.76K	0.23%	98
2025 Q2	$588K	Sell	9,356 -4,101	-30%	-$242K	0.26%	95
2025 Q1	$804K	Sell	13,457 -1,191	-8%	-$68.2K	0.42%	67
2024 Q4	$793K	Sell	14,648 -2,885	-16%	-$155K	0.4%	68
2024 Q3	$800K	Buy	17,533 +18	+0.1%	+$791	0.41%	68
2024 Q2	$744K	Sell	17,515 -181	-1%	-$7.26K	0.38%	71
2024 Q1	$690K	Buy	17,696 +20	+0.1%	+$711	0.36%	70
2023 Q4	$616K	Sell	17,676 -804	-4%	-$28.2K	0.41%	67
2023 Q3	$623K	Sell	18,480 -597	-3%	-$20.4K	0.46%	61
2023 Q2	$622K	Buy	19,077 +123	+0.6%	+$3.69K	0.44%	61
2023 Q1	$566K	Buy	18,954 +3,018	+19%	+$93.2K	0.44%	63
2022 Q4	$524K	Buy	+15,936	New	+$519K	0.33%	79

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

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

Register Financial Advisors increased its Williams Companies (WMB) stake by 8.1% in Q2 2026, buying an estimated $59.8K and bringing the position to 10,778 shares worth $801K. The position accounts for 0.25% of the portfolio, ranked #103.

Register Financial Advisors first reported a position in WMB in Q4 2022 and has held it in 15 quarters since. The position peaked at $804K in Q1 2025. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Register Financial Advisors held 10,778 shares of Williams Companies worth $801K as of Q2 2026.
Register Financial Advisors bought 812 Williams Companies shares in Q2 2026, an estimated $59.8K.
Williams Companies made up 0.25% of Register Financial Advisors's portfolio in Q2 2026, its #103 holding.
Register Financial Advisors first reported a position in Williams Companies in Q4 2022 and has held it in 15 quarters since.
Register Financial Advisors's Williams Companies position peaked at $804K in Q1 2025.
514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Register Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.