WPW
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Waldron Private Wealth’s Williams Companies WMB Stock Holding History

Waldron Private Wealth’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 		$285K Sell
3,832
-555
-13% -$40.8K 0.01% 293
2026
Q1 		$319K Sell
4,387
-841
-16% -$58.2K 0.01% 265
2025
Q4 		$314K Buy
5,228
+21
+0.4% +$1.27K 0.01% 262
2025
Q3 		$330K Hold
5,207
– – 0.01% 250
2025
Q2 		$327K Hold
5,207
– – 0.01% 242
2025
Q1 		$311K Sell
5,207
-4,715
-48% -$270K 0.01% 243
2024
Q4 		$537K Buy
9,922
+13
+0.1% +$701 0.02% 247
2024
Q3 		$452K Buy
9,909
+2,549
+35% +$112K 0.02% 262
2024
Q2 		$313K Buy
7,360
+23
+0.3% +$923 0.01% 305
2024
Q1 		$286K Sell
7,337
-1,129
-13% -$40.1K 0.01% 323
2023
Q4 		$295K Sell
8,466
-660
-7% -$23.2K 0.01% 312
2023
Q3 		$307K Buy
9,126
+432
+5% +$14.7K 0.02% 284
2023
Q2 		$284K Sell
8,694
-837
-9% -$25.1K 0.01% 298
2023
Q1 		$285K Buy
9,531
+1,931
+25% +$59.7K 0.01% 335
2022
Q4 		$217K Hold
7,600
– – 0.01% 346
2022
Q3 		$217K Buy
7,600
+109
+1% +$3.55K 0.01% 348
2022
Q2 		$233K Buy
7,491
+91
+1% +$3.14K 0.01% 344
2022
Q1 		$247K Buy
+7,400
New +$226K 0.01% 352

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

Waldron Private Wealth's WMB Position: Q2 2026 in Review

Waldron Private Wealth reduced its Williams Companies (WMB) stake by 13% in Q2 2026, selling an estimated $40.8K and leaving 3,832 shares worth $285K. The position accounts for 0.01% of the portfolio, ranked #293.

Waldron Private Wealth first reported a position in WMB in Q1 2022 and has held it in 18 quarters since. The position peaked at $537K in Q4 2024. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Waldron Private Wealth held 3,832 shares of Williams Companies worth $285K as of Q2 2026.
  • Waldron Private Wealth sold 555 Williams Companies shares in Q2 2026, an estimated $40.8K.
  • Williams Companies made up 0.01% of Waldron Private Wealth's portfolio in Q2 2026, its #293 holding.
  • Waldron Private Wealth first reported a position in Williams Companies in Q1 2022 and has held it in 18 quarters since.
  • Waldron Private Wealth's Williams Companies position peaked at $537K in Q4 2024.
  • 514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.