TrueWealth Advisors’s Williams Companies WMB Stock Holding History

TrueWealth 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	$1.53M	Sell	20,592 -120	-0.6%	-$8.83K	0.35%	48
2026 Q1	$1.51M	Buy	20,712 +1	+0%	+$69	0.38%	45
2025 Q4	$1.24M	Sell	20,711 -3,820	-16%	-$231K	0.32%	58
2025 Q3	$1.55M	Sell	24,531 -292	-1%	-$17.1K	0.42%	47
2025 Q2	$1.56M	Buy	24,823 +182	+0.7%	+$10.7K	0.46%	43
2025 Q1	$1.47M	Sell	24,641 -393	-2%	-$22.5K	0.48%	47
2024 Q4	$1.35M	Sell	25,034 -6,209	-20%	-$335K	0.45%	49
2024 Q3	$1.43M	Buy	31,243 +7,095	+29%	+$312K	0.48%	45
2024 Q2	$1.03M	Hold	24,148	–	–	0.38%	54
2024 Q1	$941K	Buy	24,148 +150	+0.6%	+$5.33K	0.36%	57
2023 Q4	$836K	Sell	23,998 -2,000	-8%	-$70.2K	0.32%	61
2023 Q3	$876K	Hold	25,998	–	–	0.37%	53
2023 Q2	$848K	Sell	25,998 -157	-0.6%	-$4.71K	0.35%	55
2023 Q1	$781K	Sell	26,155 -939	-3%	-$29K	0.33%	62
2022 Q4	$891K	Buy	27,094 +5	+0%	+$163	0.39%	51
2022 Q3	$776K	Sell	27,089 -6,058	-18%	-$197K	0.37%	62
2022 Q2	$1.03M	Sell	33,147 -3,867	-10%	-$134K	0.48%	46
2022 Q1	$964K	Hold	37,014	–	–	0.43%	52
2021 Q4	$964K	Buy	37,014 +74	+0.2%	+$2.04K	0.43%	52
2021 Q3	$958K	Sell	36,940 -90	-0.2%	-$2.27K	0.54%	43
2021 Q2	$983K	Buy	37,030 +27	+0.1%	+$691	0.57%	41
2021 Q1	$868K	Buy	37,003 +6,393	+21%	+$145K	0.56%	41
2020 Q4	$658K	Buy	+30,610	New	+$621K	0.57%	43

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

TrueWealth Advisors's WMB Position: Q2 2026 in Review

TrueWealth Advisors reduced its Williams Companies (WMB) stake by 0.58% in Q2 2026, selling an estimated $8.83K and leaving 20,592 shares worth $1.53M. The position accounts for 0.35% of the portfolio, ranked #48.

TrueWealth Advisors first reported a position in WMB in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.56M in Q2 2025. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

TrueWealth Advisors held 20,592 shares of Williams Companies worth $1.53M as of Q2 2026.
TrueWealth Advisors sold 120 Williams Companies shares in Q2 2026, an estimated $8.83K.
Williams Companies made up 0.35% of TrueWealth Advisors's portfolio in Q2 2026, its #48 holding.
TrueWealth Advisors first reported a position in Williams Companies in Q4 2020 and has held it in 23 quarters since.
TrueWealth Advisors's Williams Companies position peaked at $1.56M in Q2 2025.
514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.