Wealth Enhancement Advisory Services’s Williams Companies WMB Stock Holding History

Wealth Enhancement Advisory Services’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	$16.7M	Buy	223,075 +2,181	+1%	+$161K	0.03%	496
2026 Q1	$15.9M	Sell	220,894 -196,017	-47%	-$13.6M	0.03%	457
2025 Q4	$24.8M	Sell	416,911 -23,337	-5%	-$1.41M	0.03%	420
2025 Q3	$28.2M	Sell	440,248 -567	-0.1%	-$33.3K	0.04%	359
2025 Q2	$25.8M	Buy	440,815 +37,848	+9%	+$2.23M	0.04%	358
2025 Q1	$24.1M	Buy	402,967 +87,031	+28%	+$4.98M	0.05%	346
2024 Q4	$17.1M	Buy	315,936 +95,835	+44%	+$5.16M	0.03%	407
2024 Q3	$10M	Buy	220,101 +22,160	+11%	+$974K	0.02%	513
2024 Q2	$8.41M	Buy	197,941 +4,203	+2%	+$169K	0.02%	532
2024 Q1	$7.55M	Sell	193,738 -1,808	-0.9%	-$64.2K	0.02%	550
2023 Q4	$6.81M	Buy	195,546 +4,708	+2%	+$165K	0.02%	520
2023 Q3	$6.43M	Buy	+190,838	New	+$6.51M	0.02%	514
2022 Q4	–	Sell	-46,077	Closed	-$1.37M	–	375
2022 Q3	$1.37M	Buy	+46,077	New	+$1.5M	0.02%	205

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

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

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 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

ANRF

Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return

Wealth Enhancement Advisory Services's WMB Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Williams Companies (WMB) stake by 0.99% in Q2 2026, buying an estimated $161K and bringing the position to 223,075 shares worth $16.7M. The position accounts for 0.03% of the portfolio, ranked #496.

Wealth Enhancement Advisory Services first reported a position in WMB in Q3 2022 and has held it in 13 quarters since. The position peaked at $28.2M in Q3 2025. 390 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Wealth Enhancement Advisory Services held 223,075 shares of Williams Companies worth $16.7M as of Q2 2026.
Wealth Enhancement Advisory Services bought 2,181 Williams Companies shares in Q2 2026, an estimated $161K.
Williams Companies made up 0.03% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #496 holding.
Wealth Enhancement Advisory Services first reported a position in Williams Companies in Q3 2022 and has held it in 13 quarters since.
Wealth Enhancement Advisory Services's Williams Companies position peaked at $28.2M in Q3 2025.
390 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.