SOA Wealth Advisors’s Williams Companies WMB Stock Holding History

SOA Wealth 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	$245K	Buy	78,510 +13,692	+21%	+$1.01M	0.04%	186
2026 Q1	$227K	Sell	64,818 -884	-1%	-$61.2K	0.04%	181
2025 Q4	$252K	Hold	65,702	–	–	0.04%	181
2025 Q3	$262K	Buy	65,702 +294	+0.4%	+$17.3K	0.04%	174
2025 Q2	$242K	Buy	65,408 +47,090	+257%	+$2.78M	0.05%	181
2025 Q1	$53K	Buy	18,318 +17,728	+3,005%	+$1.01M	0.01%	333
2024 Q4	$31.9K	Buy	+590	New	+$31.8K	0.01%	389

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

SOA Wealth Advisors's WMB Position: Q2 2026 in Review

SOA Wealth Advisors increased its Williams Companies (WMB) stake by 21% in Q2 2026, buying an estimated $1.01M and bringing the position to 78,510 shares worth $245K. The position accounts for 0.04% of the portfolio, ranked #186.

SOA Wealth Advisors first reported a position in WMB in Q4 2024 and has held it in 7 quarters since. The position peaked at $262K in Q3 2025. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

SOA Wealth Advisors held 78,510 shares of Williams Companies worth $245K as of Q2 2026.
SOA Wealth Advisors bought 13,692 Williams Companies shares in Q2 2026, an estimated $1.01M.
Williams Companies made up 0.04% of SOA Wealth Advisors's portfolio in Q2 2026, its #186 holding.
SOA Wealth Advisors first reported a position in Williams Companies in Q4 2024 and has held it in 7 quarters since.
SOA Wealth Advisors's Williams Companies position peaked at $262K in Q3 2025.
514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.