SSWM
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Smith Salley Wealth Management’s Williams Companies WMB Stock Holding History

Smith Salley 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 		$1.1M Buy
14,844
+404
+3% +$29.7K 0.05% 153
2026
Q1 		$1.05M Buy
+14,440
New +$1,000K 0.05% 149

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

Smith Salley Wealth Management's WMB Position: Q2 2026 in Review

Smith Salley Wealth Management increased its Williams Companies (WMB) stake by 2.8% in Q2 2026, buying an estimated $29.7K and bringing the position to 14,844 shares worth $1.1M. The position accounts for 0.05% of the portfolio, ranked #153.

Smith Salley Wealth Management first reported a position in WMB in Q1 2026 and has held it in 2 quarters since. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Smith Salley Wealth Management held 14,844 shares of Williams Companies worth $1.1M as of Q2 2026.
  • Smith Salley Wealth Management bought 404 Williams Companies shares in Q2 2026, an estimated $29.7K.
  • Williams Companies made up 0.05% of Smith Salley Wealth Management's portfolio in Q2 2026, its #153 holding.
  • Smith Salley Wealth Management first reported a position in Williams Companies in Q1 2026 and has held it in 2 quarters since.
  • 514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.