Retirement Investment Advisors’s Williams Companies WMB Stock Holding History

Retirement Investment 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	$215K	Sell	2,892 -2,072	-42%	-$152K	0.02%	64
2026 Q1	$298K	Hold	4,964	–	–	0.02%	49
2025 Q4	$298K	Hold	4,964	–	–	0.02%	49
2025 Q3	$314K	Hold	4,964	–	–	0.03%	47
2025 Q2	$312K	Hold	4,964	–	–	0.03%	45
2025 Q1	$297K	Sell	4,964 -4	-0.1%	-$229	0.03%	46
2024 Q4	$269K	Buy	+4,968	New	+$268K	0.03%	46
2023 Q4	–	Sell	-9,928	Closed	-$334K	–	65
2023 Q3	$334K	Hold	9,928	–	–	0.03%	46
2023 Q2	$324K	Hold	9,928	–	–	0.04%	47
2023 Q1	$296K	Buy	+9,928	New	+$307K	0.05%	47

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

Retirement Investment Advisors's WMB Position: Q2 2026 in Review

Retirement Investment Advisors reduced its Williams Companies (WMB) stake by 42% in Q2 2026, selling an estimated $152K and leaving 2,892 shares worth $215K. The position accounts for 0.02% of the portfolio, ranked #64.

Retirement Investment Advisors first reported a position in WMB in Q1 2023 and has held it in 10 quarters since. The position peaked at $334K in Q3 2023. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Retirement Investment Advisors held 2,892 shares of Williams Companies worth $215K as of Q2 2026.
Retirement Investment Advisors sold 2,072 Williams Companies shares in Q2 2026, an estimated $152K.
Williams Companies made up 0.02% of Retirement Investment Advisors's portfolio in Q2 2026, its #64 holding.
Retirement Investment Advisors first reported a position in Williams Companies in Q1 2023 and has held it in 10 quarters since.
Retirement Investment Advisors's Williams Companies position peaked at $334K in Q3 2023.
514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

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