Wealthcare Advisory Partners’s Williams Companies WMB Stock Holding History

Wealthcare Advisory Partners’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	$625K	Sell	8,413 -1,650	-16%	-$121K	0.01%	647
2026 Q1	$732K	Buy	10,063 +1,198	+14%	+$82.9K	0.01%	591
2025 Q4	$533K	Buy	8,865 +2,112	+31%	+$128K	0.01%	678
2025 Q3	$428K	Buy	6,753 +316	+5%	+$18.5K	0.01%	718
2025 Q2	$404K	Buy	6,437 +428	+7%	+$25.3K	0.01%	700
2025 Q1	$359K	Sell	6,009 -173	-3%	-$9.9K	0.01%	677
2024 Q4	$335K	Sell	6,182 -34	-0.5%	-$1.83K	0.01%	677
2024 Q3	$284K	Buy	6,216 +686	+12%	+$30.2K	0.01%	741
2024 Q2	$235K	Buy	+5,530	New	+$222K	0.01%	744
2021 Q2	–	Sell	-2,879	Closed	-$68K	–	1874
2021 Q1	$68K	Buy	+2,879	New	+$65.4K	﹤0.01%	791
2020 Q2	–	Sell	-585	Closed	-$8K	–	1366
2020 Q1	$8K	Sell	585 -67	-10%	-$1.3K	﹤0.01%	993
2019 Q4	$15K	Sell	652 -115	-15%	-$2.63K	﹤0.01%	847
2019 Q3	$18K	Hold	767	–	–	﹤0.01%	779
2019 Q2	$22K	Hold	767	–	–	﹤0.01%	702
2019 Q1	$22K	Sell	767 -73	-9%	-$1.96K	﹤0.01%	640
2018 Q4	$19K	Hold	840	–	–	﹤0.01%	645
2018 Q3	$23K	Buy	840 +95	+13%	+$2.76K	﹤0.01%	641
2018 Q2	$20K	Hold	745	–	–	﹤0.01%	679
2018 Q1	$19K	Buy	745 +600	+414%	+$17.7K	﹤0.01%	594
2017 Q4	$4K	Hold	145	–	–	﹤0.01%	843
2017 Q3	$4K	Buy	+145	New	+$4.41K	﹤0.01%	696

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

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

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

VFM

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

Wealthcare Advisory Partners's WMB Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Williams Companies (WMB) stake by 16% in Q2 2026, selling an estimated $121K and leaving 8,413 shares worth $625K. The position accounts for 0.01% of the portfolio, ranked #647.

Wealthcare Advisory Partners first reported a position in WMB in Q3 2017 and has held it in 21 quarters since. The position peaked at $732K in Q1 2026. 358 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Wealthcare Advisory Partners held 8,413 shares of Williams Companies worth $625K as of Q2 2026.
Wealthcare Advisory Partners sold 1,650 Williams Companies shares in Q2 2026, an estimated $121K.
Williams Companies made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #647 holding.
Wealthcare Advisory Partners first reported a position in Williams Companies in Q3 2017 and has held it in 21 quarters since.
Wealthcare Advisory Partners's Williams Companies position peaked at $732K in Q1 2026.
358 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.