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True Wealth Design’s Williams Companies WMB Stock Holding History

True Wealth Design’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 		$74.2K Sell
998
-65
-6% -$4.78K 0.02% 351
2026
Q1 		$77.4K Buy
1,063
+248
+30% +$17.2K 0.02% 273
2025
Q4 		$49K Sell
815
-299
-27% -$18.1K 0.01% 340
2025
Q3 		$70.6K Buy
1,114
+908
+441% +$53.3K 0.02% 234
2025
Q2 		$12.9K Buy
206
+52
+34% +$3.07K ﹤0.01% 490
2025
Q1 		$9.2K Buy
154
+93
+152% +$5.32K ﹤0.01% 499
2024
Q4 		$3.3K Buy
61
+4
+7% +$216 ﹤0.01% 622
2024
Q3 		$2.6K Sell
57
-1
-2% -$44 ﹤0.01% 714
2024
Q2 		$2.46K Buy
58
+18
+45% +$722 ﹤0.01% 342
2024
Q1 		$1.56K Buy
40
+18
+82% +$640 ﹤0.01% 379
2023
Q4 		$767 Hold
22
– – ﹤0.01% 390
2023
Q3 		$742 Hold
22
– – ﹤0.01% 358
2023
Q2 		$718 Hold
22
– – ﹤0.01% 369
2023
Q1 		$657 Hold
22
– – ﹤0.01% 473
2022
Q4 		$724 Buy
+22
New +$716 ﹤0.01% 383

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

True Wealth Design's WMB Position: Q2 2026 in Review

True Wealth Design reduced its Williams Companies (WMB) stake by 6.1% in Q2 2026, selling an estimated $4.78K and leaving 998 shares worth $74.2K. The position accounts for 0.02% of the portfolio, ranked #351.

True Wealth Design first reported a position in WMB in Q4 2022 and has held it in 15 quarters since. The position peaked at $77.4K in Q1 2026. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • True Wealth Design held 998 shares of Williams Companies worth $74.2K as of Q2 2026.
  • True Wealth Design sold 65 Williams Companies shares in Q2 2026, an estimated $4.78K.
  • Williams Companies made up 0.02% of True Wealth Design's portfolio in Q2 2026, its #351 holding.
  • True Wealth Design first reported a position in Williams Companies in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's Williams Companies position peaked at $77.4K in Q1 2026.
  • 514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.