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Retirement Wealth Solutions’s Williams Companies WMB Stock Holding History

Retirement Wealth Solutions’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 		$2.75K Sell
37
-2
-5% -$147 ﹤0.01% 461
2026
Q1 		$2.84K Buy
39
+15
+63% +$1.04K ﹤0.01% 428
2025
Q4 		$1.44K Buy
24
+4
+20% +$242 ﹤0.01% 527
2025
Q3 		$1.27K Buy
+20
New +$1.17K ﹤0.01% 520

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

Retirement Wealth Solutions's WMB Position: Q2 2026 in Review

Retirement Wealth Solutions reduced its Williams Companies (WMB) stake by 5.1% in Q2 2026, selling an estimated $147 and leaving 37 shares worth $2.75K. The position accounts for ﹤0.01% of the portfolio, ranked #461.

Retirement Wealth Solutions first reported a position in WMB in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.84K in Q1 2026. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Retirement Wealth Solutions held 37 shares of Williams Companies worth $2.75K as of Q2 2026.
  • Retirement Wealth Solutions sold 2 Williams Companies shares in Q2 2026, an estimated $147.
  • Williams Companies made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #461 holding.
  • Retirement Wealth Solutions first reported a position in Williams Companies in Q3 2025 and has held it in 4 quarters since.
  • Retirement Wealth Solutions's Williams Companies position peaked at $2.84K in Q1 2026.
  • 514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.