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Summit Financial Wealth Advisors’s Williams Companies WMB Stock Holding History

Summit Financial Wealth 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 		– Sell
-3,164
Closed -$230K – 230
2026
Q1 		$230K Buy
+3,164
New +$219K 0.03% 179

Other funds holding WMB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Summit Financial Wealth Advisors's WMB Position: Q2 2026 in Review

Summit Financial Wealth Advisors sold out of Williams Companies (WMB) in Q2 2026, closing a stake of 3,164 shares — an estimated $230K sold.

Summit Financial Wealth Advisors first reported a position in WMB in Q1 2026 and held it in 1 quarter. The position peaked at $230K in Q1 2026. 837 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Summit Financial Wealth Advisors reported no remaining Williams Companies position as of Q2 2026 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 3,164 Williams Companies shares in Q2 2026, an estimated $230K.
  • Summit Financial Wealth Advisors first reported a position in Williams Companies in Q1 2026 and held it in 1 quarter.
  • Summit Financial Wealth Advisors's Williams Companies position peaked at $230K in Q1 2026.
  • 837 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.