Stokes Capital Advisors’s Williams Companies WMB Stock Holding History

Stokes Capital 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	$11.3M	Sell	151,704 -5,107	-3%	-$376K	2.42%	11
2026 Q1	$11.4M	Sell	156,811 -9,302	-6%	-$644K	2.56%	9
2025 Q4	$9.99M	Sell	166,113 -1,012	-0.6%	-$61.2K	2.28%	11
2025 Q3	$10.6M	Sell	167,125 -15,171	-8%	-$890K	2.46%	11
2025 Q2	$11.5M	Sell	182,296 -2,020	-1%	-$119K	2.8%	7
2025 Q1	$11M	Sell	184,316 -2,149	-1%	-$123K	2.8%	8
2024 Q4	$10.1M	Sell	186,465 -977	-0.5%	-$52.7K	2.61%	9
2024 Q3	$8.56M	Sell	187,442 -1,467	-0.8%	-$64.5K	2.19%	15
2024 Q2	$8.03M	Buy	188,909 +393	+0.2%	+$15.8K	2.23%	14
2024 Q1	$7.35M	Buy	188,516 +2,562	+1%	+$91K	2.14%	17
2023 Q4	$6.48M	Sell	185,954 -1,827	-1%	-$64.1K	2.05%	23
2023 Q3	$6.33M	Buy	187,781 +377	+0.2%	+$12.9K	2.21%	14
2023 Q2	$6.11M	Buy	187,404 +132	+0.1%	+$3.96K	2.06%	20
2023 Q1	$5.59M	Buy	187,272 +2,748	+1%	+$84.9K	1.9%	24
2022 Q4	$6.07M	Sell	184,524 -17,895	-9%	-$583K	2.09%	17
2022 Q3	$5.79M	Buy	202,419 +1,132	+0.6%	+$36.9K	2.16%	17
2022 Q2	$6.28M	Sell	201,287 -4,208	-2%	-$145K	2.2%	12
2022 Q1	$6.87M	Buy	205,495 +13,203	+7%	+$403K	2%	18
2021 Q4	$5.01M	Buy	192,292 +9,723	+5%	+$269K	1.49%	36
2021 Q3	$4.74M	Buy	182,569 +14,607	+9%	+$368K	1.53%	35
2021 Q2	$4.46M	Buy	167,962 +31,058	+23%	+$795K	1.46%	37
2021 Q1	$3.24M	Buy	136,904 +10,372	+8%	+$236K	1.33%	41
2020 Q4	$2.54M	Buy	126,532 +6,733	+6%	+$136K	1.1%	43
2020 Q3	$2.35M	Buy	119,799 +5,633	+5%	+$115K	1.13%	43
2020 Q2	$2.17M	Buy	114,166 +2,617	+2%	+$48.7K	1.15%	41
2020 Q1	$1.58M	Buy	111,549 +4,022	+4%	+$77.9K	0.95%	44
2019 Q4	$2.55M	Buy	107,527 +36,713	+52%	+$841K	1.29%	41
2019 Q3	$1.7M	Buy	70,814 +2,450	+4%	+$61.8K	0.92%	46
2019 Q2	$1.92M	Buy	68,364 +14,895	+28%	+$414K	1.09%	44
2019 Q1	$1.54M	Buy	53,469 +13,940	+35%	+$374K	0.93%	50
2018 Q4	$872K	Buy	39,529 +19,392	+96%	+$485K	0.6%	60
2018 Q3	$548K	Buy	+20,137	New	+$584K	0.34%	70

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

Stokes Capital Advisors's WMB Position: Q2 2026 in Review

Stokes Capital Advisors reduced its Williams Companies (WMB) stake by 3.3% in Q2 2026, selling an estimated $376K and leaving 151,704 shares worth $11.3M. The position accounts for 2.42% of the portfolio, ranked #11.

Stokes Capital Advisors first reported a position in WMB in Q3 2018 and has held it in 32 quarters since. The position peaked at $11.5M in Q2 2025. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Stokes Capital Advisors held 151,704 shares of Williams Companies worth $11.3M as of Q2 2026.
Stokes Capital Advisors sold 5,107 Williams Companies shares in Q2 2026, an estimated $376K.
Williams Companies made up 2.42% of Stokes Capital Advisors's portfolio in Q2 2026, its #11 holding.
Stokes Capital Advisors first reported a position in Williams Companies in Q3 2018 and has held it in 32 quarters since.
Stokes Capital Advisors's Williams Companies position peaked at $11.5M in Q2 2025.
514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Stokes Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.