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Sowell Financial Services’s Williams Companies WMB Stock Holding History

Sowell Financial Services’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 		$1.09M Sell
14,662
-826
-5% -$60.8K 0.04% 446
2026
Q1 		$1.13M Sell
15,488
-188
-1% -$13K 0.04% 408
2025
Q4 		$942K Buy
15,676
+577
+4% +$34.9K 0.03% 453
2025
Q3 		$957K Buy
15,099
+93
+0.6% +$5.46K 0.04% 436
2025
Q2 		$943K Sell
15,006
-328
-2% -$19.4K 0.04% 429
2025
Q1 		$916K Buy
15,334
+510
+3% +$29.2K 0.04% 411
2024
Q4 		$802K Buy
14,824
+3,938
+36% +$212K 0.04% 346
2024
Q3 		$497K Sell
10,886
-810
-7% -$35.6K 0.02% 441
2024
Q2 		$497K Buy
11,696
+18
+0.2% +$722 0.02% 437
2024
Q1 		$455K Sell
11,678
-78
-0.7% -$2.77K 0.02% 463
2023
Q4 		$409K Sell
11,756
-1,236
-10% -$43.4K 0.02% 453
2023
Q3 		$438K Sell
12,992
-19,065
-59% -$651K 0.03% 421
2023
Q2 		$1.05M Buy
+32,057
New +$962K 0.06% 348
2023
Q1 		– Sell
-42,126
Closed -$1.39M – 847
2022
Q4 		$1.39M Buy
42,126
+27,409
+186% +$892K 0.09% 250
2022
Q3 		$421K Buy
+14,717
New +$479K 0.04% 337
2022
Q2 		– Sell
-10,144
Closed -$350K – 338
2022
Q1 		$350K Buy
+10,144
New +$310K 0.06% 153
2021
Q2 		– Sell
-5,674
Closed -$142K – 2741
2021
Q1 		$142K Sell
5,674
-755
-12% -$17.1K ﹤0.01% 1217
2020
Q4 		$129K Buy
6,429
+696
+12% +$14.1K 0.01% 1058
2020
Q3 		$113K Buy
5,733
+311
+6% +$6.33K 0.01% 934
2020
Q2 		$103K Sell
5,422
-17,054
-76% -$317K 0.01% 955
2020
Q1 		$318K Buy
22,476
+2,528
+13% +$49K 0.02% 525
2019
Q4 		$473K Buy
19,948
+12,074
+153% +$277K 0.04% 468
2019
Q3 		$189K Buy
+7,874
New +$198K 0.02% 664
2017
Q1 		– Sell
-647
Closed -$19K – 562
2016
Q4 		$19K Buy
+647
New +$19.5K 0.01% 430

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

Sowell Financial Services's WMB Position: Q2 2026 in Review

Sowell Financial Services reduced its Williams Companies (WMB) stake by 5.3% in Q2 2026, selling an estimated $60.8K and leaving 14,662 shares worth $1.09M. The position accounts for 0.04% of the portfolio, ranked #446.

Sowell Financial Services first reported a position in WMB in Q4 2016 and has held it in 24 quarters since. The position peaked at $1.39M in Q4 2022. 543 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Sowell Financial Services held 14,662 shares of Williams Companies worth $1.09M as of Q2 2026.
  • Sowell Financial Services sold 826 Williams Companies shares in Q2 2026, an estimated $60.8K.
  • Williams Companies made up 0.04% of Sowell Financial Services's portfolio in Q2 2026, its #446 holding.
  • Sowell Financial Services first reported a position in Williams Companies in Q4 2016 and has held it in 24 quarters since.
  • Sowell Financial Services's Williams Companies position peaked at $1.39M in Q4 2022.
  • 543 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.