Turtle Creek Wealth Advisors’s Williams Companies WMB Stock Holding History

Turtle Creek 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	$6.99M	Buy	94,075 +1,499	+2%	+$110K	0.37%	63
2026 Q1	$6.74M	Buy	92,576 +3,439	+4%	+$238K	0.51%	52
2025 Q4	$5.36M	Buy	89,137 +11,441	+15%	+$692K	0.42%	62
2025 Q3	$4.92M	Buy	77,696 +3,170	+4%	+$186K	0.44%	62
2025 Q2	$4.68M	Buy	74,526 +2,228	+3%	+$132K	0.55%	55
2025 Q1	$4.32M	Buy	+72,298	New	+$4.14M	0.64%	52
2024 Q1	–	Sell	-745	Closed	-$25.9K	–	815
2023 Q4	$25.9K	Buy	+745	New	+$26.1K	0.01%	376

Other funds holding WMB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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 Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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 Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Turtle Creek Wealth Advisors's WMB Position: Q2 2026 in Review

Turtle Creek Wealth Advisors increased its Williams Companies (WMB) stake by 1.6% in Q2 2026, buying an estimated $110K and bringing the position to 94,075 shares worth $6.99M. The position accounts for 0.37% of the portfolio, ranked #63.

Turtle Creek Wealth Advisors first reported a position in WMB in Q4 2023 and has held it in 7 quarters since. 877 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Turtle Creek Wealth Advisors held 94,075 shares of Williams Companies worth $6.99M as of Q2 2026.
Turtle Creek Wealth Advisors bought 1,499 Williams Companies shares in Q2 2026, an estimated $110K.
Williams Companies made up 0.37% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #63 holding.
Turtle Creek Wealth Advisors first reported a position in Williams Companies in Q4 2023 and has held it in 7 quarters since.
877 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.