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Richard C. Young & Co’s Williams Companies WMB Stock Holding History

Richard C. Young & Co’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 		$23.4M Buy
314,649
+1,509
+0.5% +$111K 1.72% 19
2026
Q1 		$22.8M Buy
313,140
+1,222
+0.4% +$84.6K 1.89% 18
2025
Q4 		$18.7M Buy
311,918
+1,857
+0.6% +$112K 1.68% 25
2025
Q3 		$19.6M Sell
310,061
-5,936
-2% -$348K 1.82% 24
2025
Q2 		$19.8M Sell
315,997
-8,407
-3% -$496K 1.96% 17
2025
Q1 		$19.4M Sell
324,404
-10,501
-3% -$601K 2.08% 12
2024
Q4 		$18.1M Sell
334,905
-789
-0.2% -$42.5K 1.97% 18
2024
Q3 		$15.3M Buy
335,694
+5,796
+2% +$255K 1.67% 26
2024
Q2 		$14M Buy
329,898
+11,757
+4% +$472K 1.7% 27
2024
Q1 		$12.4M Buy
318,141
+1,640
+0.5% +$58.3K 1.56% 32
2023
Q4 		$11M Buy
316,501
+10,521
+3% +$369K 1.48% 35
2023
Q3 		$10.3M Buy
305,980
+5,949
+2% +$203K 1.47% 38
2023
Q2 		$9.79M Buy
300,031
+11,258
+4% +$338K 1.34% 38
2023
Q1 		$8.62M Buy
288,773
+1,650
+0.6% +$51K 1.19% 40
2022
Q4 		$9.45M Buy
287,123
+3,440
+1% +$112K 1.26% 36
2022
Q3 		$8.12M Buy
283,683
+3,256
+1% +$106K 1.24% 38
2022
Q2 		$8.75M Buy
280,427
+13,497
+5% +$466K 1.13% 39
2022
Q1 		$8.92M Buy
+266,930
New +$8.16M 1.14% 41
2015
Q4 		– Sell
-8,925
Closed -$329K – 81
2015
Q3 		$329K Sell
8,925
-2
-0% -$100 0.08% 66
2015
Q2 		$512K Buy
+8,927
New +$460K 0.12% 67

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 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

Richard C. Young & Co's WMB Position: Q2 2026 in Review

Richard C. Young & Co increased its Williams Companies (WMB) stake by 0.48% in Q2 2026, buying an estimated $111K and bringing the position to 314,649 shares worth $23.4M. The position accounts for 1.72% of the portfolio, ranked #19.

Richard C. Young & Co first reported a position in WMB in Q2 2015 and has held it in 20 quarters since. 635 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Richard C. Young & Co held 314,649 shares of Williams Companies worth $23.4M as of Q2 2026.
  • Richard C. Young & Co bought 1,509 Williams Companies shares in Q2 2026, an estimated $111K.
  • Williams Companies made up 1.72% of Richard C. Young & Co's portfolio in Q2 2026, its #19 holding.
  • Richard C. Young & Co first reported a position in Williams Companies in Q2 2015 and has held it in 20 quarters since.
  • 635 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Richard C. Young & Co's 13F filing for Q2 2026, filed 28 Jul 2026.