Sound Income Strategies’s Williams Companies WMB Stock Holding History

Sound Income Strategies’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	$386K	Sell	5,191 -814	-14%	-$59.9K	0.02%	325
2026 Q1	$431K	Buy	6,005 +1,294	+27%	+$89.6K	0.02%	277
2025 Q4	$290K	Buy	4,711 +2,443	+108%	+$148K	0.01%	330
2025 Q3	$143K	Buy	2,268 +3	+0.1%	+$176	0.01%	343
2025 Q2	$142K	Sell	2,265 -30	-1%	-$1.77K	0.01%	330
2025 Q1	$137K	Sell	2,295 -168	-7%	-$9.62K	0.01%	347
2024 Q4	$133K	Buy	2,463 +216	+10%	+$11.6K	0.01%	310
2024 Q3	$103K	Sell	2,247 -518	-19%	-$22.8K	0.01%	339
2024 Q2	$118K	Sell	2,765 -26	-0.9%	-$1.04K	0.01%	305
2024 Q1	$109K	Buy	2,791 +4	+0.1%	+$142	0.01%	297
2023 Q4	$97.1K	Buy	2,787 +404	+17%	+$14.2K	0.01%	285
2023 Q3	$80.3K	Hold	2,383	–	–	0.01%	233
2023 Q2	$77.8K	Sell	2,383 -284	-11%	-$8.52K	0.01%	243
2023 Q1	$79.6K	Sell	2,667 -4	-0.1%	-$124	0.01%	229
2022 Q4	$87.9K	Hold	2,671	–	–	0.01%	206
2022 Q3	$76K	Buy	2,671 +617	+30%	+$20.1K	0.01%	194
2022 Q2	$64K	Hold	2,054	–	–	0.01%	198
2022 Q1	$69K	Sell	2,054 -209	-9%	-$6.39K	0.01%	199
2021 Q4	$59K	Buy	2,263 +259	+13%	+$7.16K	0.01%	214
2021 Q3	$52K	Sell	2,004 -129	-6%	-$3.25K	0.01%	224
2021 Q2	$57K	Buy	2,133 +1,632	+326%	+$41.8K	0.01%	217
2021 Q1	$11.9K	Sell	501 -9	-2%	-$204	﹤0.01%	452
2020 Q4	$10K	Hold	510	–	–	﹤0.01%	459
2020 Q3	$10K	Hold	510	–	–	﹤0.01%	419
2020 Q2	$10K	Hold	510	–	–	﹤0.01%	393
2020 Q1	$7K	Buy	510 +450	+750%	+$8.71K	﹤0.01%	408
2019 Q4	$1K	Hold	60	–	–	﹤0.01%	677
2019 Q3	$1K	Hold	60	–	–	﹤0.01%	639
2019 Q2	$2K	Sell	60 -58	-49%	-$1.61K	﹤0.01%	569
2019 Q1	$3K	Sell	118 -131	-53%	-$3.51K	﹤0.01%	519
2018 Q4	$5K	Hold	249	–	–	﹤0.01%	444
2018 Q3	$7K	Buy	249 +126	+102%	+$3.66K	﹤0.01%	421
2018 Q2	$3K	Sell	123 -60	-33%	-$1.58K	﹤0.01%	483
2018 Q1	$5K	Buy	183 +123	+205%	+$3.63K	﹤0.01%	399
2017 Q4	$2K	Buy	+60	New	+$1.75K	﹤0.01%	422

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

Sound Income Strategies's WMB Position: Q2 2026 in Review

Sound Income Strategies reduced its Williams Companies (WMB) stake by 14% in Q2 2026, selling an estimated $59.9K and leaving 5,191 shares worth $386K. The position accounts for 0.02% of the portfolio, ranked #325.

Sound Income Strategies first reported a position in WMB in Q4 2017 and has held it in 35 quarters since. The position peaked at $431K in Q1 2026. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Sound Income Strategies held 5,191 shares of Williams Companies worth $386K as of Q2 2026.
Sound Income Strategies sold 814 Williams Companies shares in Q2 2026, an estimated $59.9K.
Williams Companies made up 0.02% of Sound Income Strategies's portfolio in Q2 2026, its #325 holding.
Sound Income Strategies first reported a position in Williams Companies in Q4 2017 and has held it in 35 quarters since.
Sound Income Strategies's Williams Companies position peaked at $431K in Q1 2026.
514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.