SWM
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SeaCrest Wealth Management’s Williams Companies WMB Stock Holding History

SeaCrest Wealth Management’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 		– Sell
-16,382
Closed -$1.19M – 667
2026
Q1 		$1.19M Buy
16,382
+1,534
+10% +$106K 0.13% 155
2025
Q4 		$897K Sell
14,848
-613
-4% -$37.1K 0.09% 205
2025
Q3 		$982K Buy
15,461
+3,536
+30% +$208K 0.1% 177
2025
Q2 		$749K Buy
11,925
+2,010
+20% +$119K 0.08% 226
2025
Q1 		$593K Buy
9,915
+929
+10% +$53.2K 0.07% 284
2024
Q4 		$486K Sell
8,986
-723
-7% -$39K 0.05% 344
2024
Q3 		$443K Buy
9,709
+1,976
+26% +$86.9K 0.05% 376
2024
Q2 		$329K Sell
7,733
-2,089
-21% -$83.8K 0.04% 427
2024
Q1 		$383K Sell
9,822
-18,721
-66% -$665K 0.05% 379
2023
Q4 		$1.01M Sell
28,543
-1,716
-6% -$60.2K 0.13% 168
2023
Q3 		$1.02M Sell
30,259
-2,773
-8% -$94.6K 0.13% 164
2023
Q2 		$1.08M Sell
33,032
-1,354
-4% -$40.6K 0.14% 156
2023
Q1 		$1.03M Buy
34,386
+1,574
+5% +$48.6K 0.14% 158
2022
Q4 		$1.08M Buy
32,812
+2,780
+9% +$90.5K 0.15% 150
2022
Q3 		$860K Buy
30,032
+1,620
+6% +$52.8K 0.13% 175
2022
Q2 		$887K Sell
28,412
-3,763
-12% -$130K 0.11% 187
2022
Q1 		$1.07M Buy
32,175
+7,166
+29% +$219K 0.12% 178
2021
Q4 		$651K Buy
25,009
+3,921
+19% +$108K 0.07% 276
2021
Q3 		$547K Sell
21,088
-852
-4% -$21.5K 0.07% 307
2021
Q2 		$583K Buy
+21,940
New +$562K 0.07% 302
2020
Q4 		– Sell
-46,577
Closed -$915K – 654
2020
Q3 		$915K Buy
46,577
+23,273
+100% +$474K 0.15% 153
2020
Q2 		$443K Buy
+23,304
New +$434K 0.08% 274
2019
Q2 		– Sell
-6,243
Closed -$179K – 1844
2019
Q1 		$179K Sell
6,243
-64
-1% -$1.72K 0.03% 510
2018
Q4 		$139K Sell
6,307
-1,294
-17% -$32.4K 0.03% 544
2018
Q3 		$207K Buy
7,601
+2,661
+54% +$77.2K 0.04% 492
2018
Q2 		$134K Buy
4,940
+28
+0.6% +$738 0.02% 629
2018
Q1 		$122K Buy
4,912
+1,088
+28% +$32.1K 0.02% 639
2017
Q4 		$117K Buy
+3,824
New +$111K 0.02% 658

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

SeaCrest Wealth Management's WMB Position: Q2 2026 in Review

SeaCrest Wealth Management sold out of Williams Companies (WMB) in Q2 2026, closing a stake of 16,382 shares — an estimated $1.19M sold.

SeaCrest Wealth Management first reported a position in WMB in Q4 2017 and held it in 28 quarters. The position peaked at $1.19M in Q1 2026. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • SeaCrest Wealth Management reported no remaining Williams Companies position as of Q2 2026 after selling out during the quarter.
  • SeaCrest Wealth Management sold 16,382 Williams Companies shares in Q2 2026, an estimated $1.19M.
  • SeaCrest Wealth Management first reported a position in Williams Companies in Q4 2017 and held it in 28 quarters.
  • SeaCrest Wealth Management's Williams Companies position peaked at $1.19M in Q1 2026.
  • 514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.