Sierra Summit Advisors’s Williams Companies WMB Stock Holding History

Sierra Summit 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	$2.55M	Sell	34,290 -143	-0.4%	-$10.5K	0.28%	57
2026 Q1	$2.51M	Buy	34,433 +562	+2%	+$38.9K	0.36%	51
2025 Q4	$2.04M	Buy	33,871 +175	+0.5%	+$10.6K	0.31%	54
2025 Q3	$2.13M	Buy	33,696 +9,330	+38%	+$548K	0.33%	54
2025 Q2	$1.53M	Buy	24,366 +565	+2%	+$33.4K	0.27%	57
2025 Q1	$1.42M	Buy	23,801 +14,863	+166%	+$851K	0.31%	59
2024 Q4	$484K	Sell	8,938 -545	-6%	-$29.4K	0.1%	121
2024 Q3	$433K	Hold	9,483	–	–	0.1%	109
2024 Q2	$403K	Hold	9,483	–	–	0.1%	113
2024 Q1	$370K	Sell	9,483 -2,000	-17%	-$71.1K	0.1%	108
2023 Q4	$400K	Buy	+11,483	New	+$403K	0.12%	105

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

Sierra Summit Advisors's WMB Position: Q2 2026 in Review

Sierra Summit Advisors reduced its Williams Companies (WMB) stake by 0.42% in Q2 2026, selling an estimated $10.5K and leaving 34,290 shares worth $2.55M. The position accounts for 0.28% of the portfolio, ranked #57.

Sierra Summit Advisors first reported a position in WMB in Q4 2023 and has held it in 11 quarters since. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Sierra Summit Advisors held 34,290 shares of Williams Companies worth $2.55M as of Q2 2026.
Sierra Summit Advisors sold 143 Williams Companies shares in Q2 2026, an estimated $10.5K.
Williams Companies made up 0.28% of Sierra Summit Advisors's portfolio in Q2 2026, its #57 holding.
Sierra Summit Advisors first reported a position in Williams Companies in Q4 2023 and has held it in 11 quarters since.
514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Sierra Summit Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.