Vision Financial Markets’s Williams Companies WMB Stock Holding History

Vision Financial Markets’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	$517K	Hold	7,100	–	–	0.45%	38
2026 Q1	$517K	Sell	7,100 -1,500	-17%	-$104K	0.5%	35
2025 Q4	$517K	Hold	8,600	–	–	0.53%	29
2025 Q3	$545K	Hold	8,600	–	–	0.47%	37
2025 Q2	$540K	Hold	8,600	–	–	0.51%	36
2025 Q1	$514K	Hold	8,600	–	–	0.56%	33
2024 Q4	$465K	Buy	+8,600	New	+$463K	0.5%	34

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

Vision Financial Markets's WMB Position: Q2 2026 in Review

Vision Financial Markets held its Williams Companies (WMB) position steady in Q2 2026 at 7,100 shares worth $517K. The position accounts for 0.45% of the portfolio, ranked #38.

Vision Financial Markets first reported a position in WMB in Q4 2024 and has held it in 7 quarters since. The position peaked at $545K in Q3 2025. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Vision Financial Markets held 7,100 shares of Williams Companies worth $517K as of Q2 2026.
Vision Financial Markets left its Williams Companies share count unchanged in Q2 2026.
Williams Companies made up 0.45% of Vision Financial Markets's portfolio in Q2 2026, its #38 holding.
Vision Financial Markets first reported a position in Williams Companies in Q4 2024 and has held it in 7 quarters since.
Vision Financial Markets's Williams Companies position peaked at $545K in Q3 2025.
514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Vision Financial Markets's 13F filing for Q2 2026, filed 24 Jul 2026.