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RAFFA WEALTH MANAGEMENT, LLC’s Williams Companies WMB Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$8.1K Buy
109
+1
+0.9% +$74 ﹤0.01% 473
2026
Q1 		$7.86K Buy
108
+10
+10% +$692 ﹤0.01% 443
2025
Q4 		$5.89K Buy
98
+42
+75% +$2.54K ﹤0.01% 489
2025
Q3 		$3.55K Buy
56
+24
+75% +$1.41K ﹤0.01% 562
2025
Q2 		$2.01K Hold
32
– – ﹤0.01% 689
2025
Q1 		$1.91K Hold
32
– – ﹤0.01% 642
2024
Q4 		$1.73K Hold
32
– – ﹤0.01% 708
2024
Q3 		$1.46K Hold
32
– – ﹤0.01% 721
2024
Q2 		$1.36K Hold
32
– – ﹤0.01% 815
2024
Q1 		$1.25K Hold
32
– – ﹤0.01% 838
2023
Q4 		$1.11K Hold
32
– – ﹤0.01% 792
2023
Q3 		$1.08K Sell
32
-496
-94% -$16.9K ﹤0.01% 758
2023
Q2 		$17.2K Buy
528
+31
+6% +$930 0.01% 217
2023
Q1 		$14.8K Buy
497
+7
+1% +$216 0.01% 241
2022
Q4 		$16.1K Buy
490
+12
+3% +$391 0.01% 224
2022
Q3 		$13.7K Hold
478
– – 0.01% 239
2022
Q2 		$14.9K Hold
478
– – 0.01% 246
2022
Q1 		$16K Hold
478
– – 0.01% 237
2021
Q4 		$12.4K Buy
478
+2
+0.4% +$55 ﹤0.01% 271
2021
Q3 		$12.3K Buy
476
+55
+13% +$1.39K ﹤0.01% 239
2021
Q2 		$11.2K Sell
421
-1
-0.2% -$26 ﹤0.01% 253
2021
Q1 		$10K Buy
422
+39
+10% +$886 ﹤0.01% 280
2020
Q4 		$7.68K Buy
383
+45
+13% +$912 ﹤0.01% 286
2020
Q3 		$6.64K Buy
338
+53
+19% +$1.08K ﹤0.01% 287
2020
Q2 		$5.42K Buy
285
+19
+7% +$354 ﹤0.01% 301
2020
Q1 		$3.76K Buy
266
+109
+69% +$2.11K ﹤0.01% 326
2019
Q4 		$3.72K Hold
157
– – ﹤0.01% 305
2019
Q3 		$3.78K Buy
+157
New +$3.96K ﹤0.01% 300
2019
Q2 		– Sell
-157
Closed -$4.51K – 1403
2019
Q1 		$4.51K Hold
157
– – ﹤0.01% 242
2018
Q4 		$3.46K Buy
157
+59
+60% +$1.48K ﹤0.01% 279
2018
Q3 		$2.67K Hold
98
– – ﹤0.01% 337
2018
Q2 		$2.66K Hold
98
– – ﹤0.01% 322
2018
Q1 		$2.44K Buy
+98
New +$2.89K ﹤0.01% 320
2017
Q1 		– Sell
-18
Closed -$561 – 855
2016
Q4 		$561 Hold
18
– – ﹤0.01% 707
2016
Q3 		$553 Hold
18
– – ﹤0.01% 683
2016
Q2 		$389 Sell
18
-900
-98% -$18.1K ﹤0.01% 770
2016
Q1 		$14.8K Hold
918
– – 0.01% 160
2015
Q4 		$23.6K Sell
918
-150
-14% -$5.24K 0.01% 127
2015
Q3 		$39.4K Buy
1,068
+50
+5% +$2.49K 0.02% 101
2015
Q2 		$58.4K Buy
1,018
+900
+763% +$46.4K 0.03% 74
2015
Q1 		$5.97K Hold
118
– – ﹤0.01% 182
2014
Q4 		$5.3K Hold
118
– – ﹤0.01% 194
2014
Q3 		$6.53K Buy
+118
New +$6.78K ﹤0.01% 180
2014
Q1 		– Sell
-118
Closed -$5.3K – 733
2013
Q4 		$5.3K Buy
+118
New +$4.24K ﹤0.01% 194

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
CA
CapWealth Advisors Franklin, Tennessee $1.46B AUM 33.64% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's WMB Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Williams Companies (WMB) stake by 0.93% in Q2 2026, buying an estimated $74 and bringing the position to 109 shares worth $8.1K. The position accounts for ﹤0.01% of the portfolio, ranked #473.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in WMB in Q4 2013 and has held it in 44 quarters since. The position peaked at $58.4K in Q2 2015. 600 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 109 shares of Williams Companies worth $8.1K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC bought 1 Williams Companies share in Q2 2026, an estimated $74.
  • Williams Companies made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #473 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Williams Companies in Q4 2013 and has held it in 44 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's Williams Companies position peaked at $58.4K in Q2 2015.
  • 600 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.