VSM Wealth Advisory’s Williams Companies WMB Stock Holding History

VSM Wealth Advisory’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	$7.43K	Hold	100	–	–	﹤0.01%	392
2026 Q1	$7.28K	Hold	100	–	–	﹤0.01%	391
2025 Q4	$6.01K	Hold	100	–	–	﹤0.01%	365
2025 Q3	$6.33K	Hold	100	–	–	﹤0.01%	365
2025 Q2	$6.28K	Hold	100	–	–	﹤0.01%	415
2025 Q1	$5.98K	Buy	+100	New	+$5.72K	﹤0.01%	393

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

VSM Wealth Advisory's WMB Position: Q2 2026 in Review

VSM Wealth Advisory held its Williams Companies (WMB) position steady in Q2 2026 at 100 shares worth $7.43K. The position accounts for ﹤0.01% of the portfolio, ranked #392.

VSM Wealth Advisory first reported a position in WMB in Q1 2025 and has held it in 6 quarters since. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

VSM Wealth Advisory held 100 shares of Williams Companies worth $7.43K as of Q2 2026.
VSM Wealth Advisory left its Williams Companies share count unchanged in Q2 2026.
Williams Companies made up ﹤0.01% of VSM Wealth Advisory's portfolio in Q2 2026, its #392 holding.
VSM Wealth Advisory first reported a position in Williams Companies in Q1 2025 and has held it in 6 quarters since.
514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.