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Toth Financial Advisory’s Williams Companies WMB Stock Holding History

Toth Financial Advisory’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 		$70.3K Buy
945
+63
+7% +$4.64K 0.01% 340
2026
Q1 		$64.2K Buy
882
+179
+25% +$12.4K 0.01% 331
2025
Q4 		$42.3K Buy
703
+1
+0.1% +$60 ﹤0.01% 378
2025
Q3 		$44.5K Buy
702
+2
+0.3% +$117 ﹤0.01% 370
2025
Q2 		$44K Hold
700
– – 0.01% 326
2025
Q1 		$41.8K Sell
700
-536
-43% -$30.7K 0.01% 312
2024
Q4 		$66.9K Sell
1,236
-1,265
-51% -$68.2K 0.01% 266
2024
Q3 		$114K Hold
2,501
– – 0.01% 225
2024
Q2 		$106K Hold
2,501
– – 0.01% 233
2024
Q1 		$97.5K Sell
2,501
-118
-5% -$4.19K 0.01% 240
2023
Q4 		$91.2K Hold
2,619
– – 0.01% 244
2023
Q3 		$88.2K Buy
2,619
+118
+5% +$4.03K 0.01% 224
2023
Q2 		$81.6K Hold
2,501
– – 0.01% 231
2023
Q1 		$74.7K Hold
2,501
– – 0.01% 240
2022
Q4 		$82.3K Sell
2,501
-300
-11% -$9.77K 0.01% 239
2022
Q3 		$80K Buy
2,801
+300
+12% +$9.77K 0.01% 230
2022
Q2 		$78K Hold
2,501
– – 0.01% 234
2022
Q1 		$84K Hold
2,501
– – 0.01% 242
2021
Q4 		$65K Hold
2,501
– – 0.01% 276
2021
Q3 		$65K Buy
2,501
+28
+1% +$705 0.01% 280
2021
Q2 		$66K Buy
2,473
+27
+1% +$691 0.01% 262
2021
Q1 		$58K Buy
2,446
+30
+1% +$681 0.01% 282
2020
Q4 		$48K Buy
2,416
+1,242
+106% +$25.2K 0.01% 261
2020
Q3 		$23K Buy
1,174
+474
+68% +$9.65K ﹤0.01% 300
2020
Q2 		$13K Hold
700
– – ﹤0.01% 331
2020
Q1 		$10K Buy
+700
New +$13.6K ﹤0.01% 284

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

Toth Financial Advisory's WMB Position: Q2 2026 in Review

Toth Financial Advisory increased its Williams Companies (WMB) stake by 7.1% in Q2 2026, buying an estimated $4.64K and bringing the position to 945 shares worth $70.3K. The position accounts for 0.01% of the portfolio, ranked #340.

Toth Financial Advisory first reported a position in WMB in Q1 2020 and has held it in 26 quarters since. The position peaked at $114K in Q3 2024. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Toth Financial Advisory held 945 shares of Williams Companies worth $70.3K as of Q2 2026.
  • Toth Financial Advisory bought 63 Williams Companies shares in Q2 2026, an estimated $4.64K.
  • Williams Companies made up 0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #340 holding.
  • Toth Financial Advisory first reported a position in Williams Companies in Q1 2020 and has held it in 26 quarters since.
  • Toth Financial Advisory's Williams Companies position peaked at $114K in Q3 2024.
  • 514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.