VWA
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Valued Wealth Advisors’s Williams Companies WMB Stock Holding History

Valued 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 		$52K Sell
700
-229
-25% -$16.9K 0.02% 106
2026
Q1 		$67.6K Buy
929
+268
+41% +$18.6K 0.03% 84
2025
Q4 		$39.8K Buy
661
+58
+10% +$3.51K 0.02% 105
2025
Q3 		$38.2K Sell
603
-57
-9% -$3.35K 0.02% 106
2025
Q2 		$41.5K Buy
660
+42
+7% +$2.48K 0.02% 100
2025
Q1 		$36.9K Buy
618
+66
+12% +$3.78K 0.02% 109
2024
Q4 		$29.8K Buy
552
+114
+26% +$6.14K 0.02% 125
2024
Q3 		$20K Buy
438
+79
+22% +$3.47K 0.01% 147
2024
Q2 		$15.3K Buy
359
+115
+47% +$4.61K 0.01% 154
2024
Q1 		$9.51K Buy
244
+177
+264% +$6.29K 0.01% 188
2023
Q4 		$2.26K Buy
+67
New +$2.35K ﹤0.01% 291

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

Valued Wealth Advisors's WMB Position: Q2 2026 in Review

Valued Wealth Advisors reduced its Williams Companies (WMB) stake by 25% in Q2 2026, selling an estimated $16.9K and leaving 700 shares worth $52K. The position accounts for 0.02% of the portfolio, ranked #106.

Valued Wealth Advisors first reported a position in WMB in Q4 2023 and has held it in 11 quarters since. The position peaked at $67.6K in Q1 2026. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Valued Wealth Advisors held 700 shares of Williams Companies worth $52K as of Q2 2026.
  • Valued Wealth Advisors sold 229 Williams Companies shares in Q2 2026, an estimated $16.9K.
  • Williams Companies made up 0.02% of Valued Wealth Advisors's portfolio in Q2 2026, its #106 holding.
  • Valued Wealth Advisors first reported a position in Williams Companies in Q4 2023 and has held it in 11 quarters since.
  • Valued Wealth Advisors's Williams Companies position peaked at $67.6K in Q1 2026.
  • 514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.