RZH
WMB icon

Relyea Zuckerberg Hanson’s Williams Companies WMB Stock Holding History

Relyea Zuckerberg Hanson’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 		$297K Sell
3,998
-1,177
-23% -$86.6K 0.02% 242
2026
Q1 		$377K Buy
+5,175
New +$358K 0.04% 192

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

Relyea Zuckerberg Hanson's WMB Position: Q2 2026 in Review

Relyea Zuckerberg Hanson reduced its Williams Companies (WMB) stake by 23% in Q2 2026, selling an estimated $86.6K and leaving 3,998 shares worth $297K. The position accounts for 0.02% of the portfolio, ranked #242.

Relyea Zuckerberg Hanson first reported a position in WMB in Q1 2026 and has held it in 2 quarters since. The position peaked at $377K in Q1 2026. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Relyea Zuckerberg Hanson held 3,998 shares of Williams Companies worth $297K as of Q2 2026.
  • Relyea Zuckerberg Hanson sold 1,177 Williams Companies shares in Q2 2026, an estimated $86.6K.
  • Williams Companies made up 0.02% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #242 holding.
  • Relyea Zuckerberg Hanson first reported a position in Williams Companies in Q1 2026 and has held it in 2 quarters since.
  • Relyea Zuckerberg Hanson's Williams Companies position peaked at $377K in Q1 2026.
  • 514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.