Stockman Wealth Management’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $838K | Sell |
11,275
-60
| -0.5% | -$4.42K | 0.09% | 87 |
|
|
2026
Q1 | $825K | Sell |
11,335
-190
| -2% | -$13.2K | 0.09% | 84 |
|
|
2025
Q4 | $693K | Buy |
11,525
+1,525
| +15% | +$92.2K | 0.08% | 88 |
|
|
2025
Q3 | $634K | Sell |
10,000
-17
| -0.2% | -$998 | 0.08% | 90 |
|
|
2025
Q2 | $629K | Hold |
10,017
| – | – | 0.09% | 89 |
|
|
2025
Q1 | $599K | Hold |
10,017
| – | – | 0.09% | 90 |
|
|
2024
Q4 | $542K | Buy |
10,017
+17
| +0.2% | +$916 | 0.08% | 94 |
|
|
2024
Q3 | $457K | Sell |
10,000
-23
| -0.2% | -$1.01K | 0.07% | 113 |
|
|
2024
Q2 | $426K | Buy |
10,023
+11
| +0.1% | +$441 | 0.07% | 119 |
|
|
2024
Q1 | $390K | Buy |
10,012
+12
| +0.1% | +$426 | 0.07% | 126 |
|
|
2023
Q4 | $348K | Sell |
10,000
-481
| -5% | -$16.9K | 0.07% | 125 |
|
|
2023
Q3 | $353K | Buy |
10,481
+481
| +5% | +$16.4K | 0.08% | 123 |
|
|
2023
Q2 | $326K | Hold |
10,000
| – | – | 0.07% | 140 |
|
|
2023
Q1 | $299K | Hold |
10,000
| – | – | 0.07% | 157 |
|
|
2022
Q4 | $329K | Hold |
10,000
| – | – | 0.08% | 142 |
|
|
2022
Q3 | $286K | Sell |
10,000
-257
| -3% | -$8.37K | 0.08% | 143 |
|
|
2022
Q2 | $320K | Buy |
10,257
+257
| +3% | +$8.87K | 0.08% | 134 |
|
|
2022
Q1 | $334K | Hold |
10,000
| – | – | 0.07% | 148 |
|
|
2021
Q4 | $260K | Hold |
10,000
| – | – | 0.05% | 175 |
|
|
2021
Q3 | $259K | Hold |
10,000
| – | – | 0.06% | 170 |
|
|
2021
Q2 | $266K | Hold |
10,000
| – | – | 0.06% | 164 |
|
|
2021
Q1 | $237K | Hold |
10,000
| – | – | 0.07% | 165 |
|
|
2020
Q4 | $201K | Hold |
10,000
| – | – | 0.06% | 180 |
|
|
2020
Q3 | $197K | Hold |
10,000
| – | – | 0.07% | 157 |
|
|
2020
Q2 | $190K | Hold |
10,000
| – | – | 0.07% | 154 |
|
|
2020
Q1 | $142K | Hold |
10,000
| – | – | 0.06% | 143 |
|
|
2019
Q4 | $237K | Hold |
10,000
| – | – | 0.08% | 150 |
|
|
2019
Q3 | $241K | Hold |
10,000
| – | – | 0.09% | 138 |
|
|
2019
Q2 | $280K | Hold |
10,000
| – | – | 0.11% | 129 |
|
|
2019
Q1 | $287K | Hold |
10,000
| – | – | 0.13% | 124 |
|
|
2018
Q4 | $221K | Hold |
10,000
| – | – | 0.11% | 134 |
|
|
2018
Q3 | $272K | Hold |
10,000
| – | – | 0.12% | 127 |
|
|
2018
Q2 | $271K | Buy |
+10,000
| New | +$264K | 0.12% | 115 |
|
Other funds holding WMB
Stockman Wealth Management's WMB Position: Q2 2026 in Review
Stockman Wealth Management reduced its Williams Companies (WMB) stake by 0.53% in Q2 2026, selling an estimated $4.42K and leaving 11,275 shares worth $838K. The position accounts for 0.09% of the portfolio, ranked #87.
Stockman Wealth Management first reported a position in WMB in Q2 2018 and has held it in 33 quarters since. 1,827 funds tracked by Wall St. Rank hold WMB as of Q2 2026.
- Stockman Wealth Management held 11,275 shares of Williams Companies worth $838K as of Q2 2026.
- Stockman Wealth Management sold 60 Williams Companies shares in Q2 2026, an estimated $4.42K.
- Williams Companies made up 0.09% of Stockman Wealth Management's portfolio in Q2 2026, its #87 holding.
- Stockman Wealth Management first reported a position in Williams Companies in Q2 2018 and has held it in 33 quarters since.
- 1,827 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.
Based on Stockman Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.