Roble Belko & Company’s Williams Companies WMB Stock Holding History

Roble Belko & Company’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	$30K	Hold	400	–	–	﹤0.01%	247
2026 Q1	$29K	Hold	400	–	–	﹤0.01%	243
2025 Q4	$24K	Hold	400	–	–	﹤0.01%	256
2025 Q3	$25K	Hold	400	–	–	﹤0.01%	221
2025 Q2	$25K	Hold	400	–	–	﹤0.01%	223
2025 Q1	$24K	Hold	400	–	–	﹤0.01%	212
2024 Q4	$22K	Buy	+400	New	+$21.6K	﹤0.01%	212
2022 Q1	–	Sell	-74	Closed	-$2K	–	403
2021 Q4	$2K	Buy	+74	New	+$2.04K	﹤0.01%	317

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

Roble Belko & Company's WMB Position: Q2 2026 in Review

Roble Belko & Company held its Williams Companies (WMB) position steady in Q2 2026 at 400 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #247.

Roble Belko & Company first reported a position in WMB in Q4 2021 and has held it in 8 quarters since. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Roble Belko & Company held 400 shares of Williams Companies worth $30K as of Q2 2026.
Roble Belko & Company left its Williams Companies share count unchanged in Q2 2026.
Williams Companies made up ﹤0.01% of Roble Belko & Company's portfolio in Q2 2026, its #247 holding.
Roble Belko & Company first reported a position in Williams Companies in Q4 2021 and has held it in 8 quarters since.
514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Roble Belko & Company's 13F filing for Q2 2026, filed 24 Jul 2026.