Walker Asset Management’s Williams Companies WMB Stock Holding History

Walker Asset Management’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	$417K	Buy	5,606 +39	+0.7%	+$2.87K	0.21%	94
2026 Q1	$405K	Buy	5,567 +39	+0.7%	+$2.7K	0.22%	87
2025 Q4	$332K	Buy	5,528 +46	+0.8%	+$2.78K	0.18%	101
2025 Q3	$347K	Buy	5,482 +43	+0.8%	+$2.52K	0.19%	98
2025 Q2	$342K	Buy	5,439 +42	+0.8%	+$2.48K	0.2%	91
2025 Q1	$322K	Buy	5,397 +45	+0.8%	+$2.58K	0.2%	91
2024 Q4	$290K	Buy	5,352 +47	+0.9%	+$2.53K	0.18%	100
2024 Q3	$242K	Buy	5,305 +55	+1%	+$2.42K	0.15%	124
2024 Q2	$223K	Buy	5,250 +58	+1%	+$2.33K	0.15%	122
2024 Q1	$202K	Buy	+5,192	New	+$184K	0.13%	134

Other funds holding WMB

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 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

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

VFM

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Walker Asset Management's WMB Position: Q2 2026 in Review

Walker Asset Management increased its Williams Companies (WMB) stake by 0.7% in Q2 2026, buying an estimated $2.87K and bringing the position to 5,606 shares worth $417K. The position accounts for 0.21% of the portfolio, ranked #94.

Walker Asset Management first reported a position in WMB in Q1 2024 and has held it in 10 quarters since. 279 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Walker Asset Management held 5,606 shares of Williams Companies worth $417K as of Q2 2026.
Walker Asset Management bought 39 Williams Companies shares in Q2 2026, an estimated $2.87K.
Williams Companies made up 0.21% of Walker Asset Management's portfolio in Q2 2026, its #94 holding.
Walker Asset Management first reported a position in Williams Companies in Q1 2024 and has held it in 10 quarters since.
279 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Walker Asset Management's 13F filing for Q2 2026, filed 10 Jul 2026.