SWM
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Spire Wealth Management’s Williams Companies WMB Stock Holding History

Spire 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 		$172K Sell
2,316
-344
-13% -$25.3K 0.01% 831
2026
Q1 		$194K Buy
2,660
+431
+19% +$29.8K 0.01% 782
2025
Q4 		$134K Sell
2,229
-2,474
-53% -$150K ﹤0.01% 906
2025
Q3 		$298K Sell
4,703
-189
-4% -$11.1K 0.01% 674
2025
Q2 		$307K Sell
4,892
-1,465
-23% -$86.5K 0.01% 633
2025
Q1 		$380K Buy
6,357
+1,961
+45% +$112K 0.01% 651
2024
Q4 		$238K Buy
4,396
+106
+2% +$5.71K 0.01% 772
2024
Q3 		$196K Sell
4,290
-1,637
-28% -$72K 0.01% 731
2024
Q2 		$252K Buy
5,927
+1,948
+49% +$78.1K 0.01% 661
2024
Q1 		$155K Sell
3,979
-2,808
-41% -$99.8K ﹤0.01% 852
2023
Q4 		$230K Sell
6,787
-2,133
-24% -$74.9K 0.01% 719
2023
Q3 		$301K Sell
8,920
-1,716
-16% -$58.6K 0.01% 594
2023
Q2 		$347K Sell
10,636
-1,006
-9% -$30.2K 0.01% 580
2023
Q1 		$348K Sell
11,642
-110,492
-90% -$3.41M 0.01% 582
2022
Q4 		$4.02M Sell
122,134
-2,220
-2% -$72.3K 0.23% 102
2022
Q3 		$3.56M Sell
124,354
-68,814
-36% -$2.24M 0.22% 102
2022
Q2 		$6.03M Buy
193,168
+183,824
+1,967% +$6.35M 0.25% 103
2022
Q1 		$312K Sell
9,344
-63,084
-87% -$1.93M 0.01% 716
2021
Q4 		$1.89M Buy
72,428
+68,589
+1,787% +$1.9M 0.04% 320
2021
Q3 		$100K Sell
3,839
-905
-19% -$22.8K ﹤0.01% 1195
2021
Q2 		$126K Sell
4,744
-64,027
-93% -$1.64M ﹤0.01% 1103
2021
Q1 		$1.68M Buy
+68,771
New +$1.56M 0.04% 324

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

Spire Wealth Management's WMB Position: Q2 2026 in Review

Spire Wealth Management reduced its Williams Companies (WMB) stake by 13% in Q2 2026, selling an estimated $25.3K and leaving 2,316 shares worth $172K. The position accounts for 0.01% of the portfolio, ranked #831.

Spire Wealth Management first reported a position in WMB in Q1 2021 and has held it in 22 quarters since. The position peaked at $6.03M in Q2 2022. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Spire Wealth Management held 2,316 shares of Williams Companies worth $172K as of Q2 2026.
  • Spire Wealth Management sold 344 Williams Companies shares in Q2 2026, an estimated $25.3K.
  • Williams Companies made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #831 holding.
  • Spire Wealth Management first reported a position in Williams Companies in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Williams Companies position peaked at $6.03M in Q2 2022.
  • 514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.