WPC
WMB icon

Wedmont Private Capital’s Williams Companies WMB Stock Holding History

Wedmont Private Capital’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 		$1.84M Sell
24,512
-17
-0.1% -$1.25K 0.05% 205
2026
Q1 		$1.79M Sell
24,529
-471
-2% -$32.6K 0.06% 185
2025
Q4 		$1.51M Buy
25,000
+196
+0.8% +$11.8K 0.05% 203
2025
Q3 		$1.59M Buy
24,804
+1,455
+6% +$85.4K 0.06% 195
2025
Q2 		$1.35M Buy
23,349
+620
+3% +$36.6K 0.06% 206
2025
Q1 		$1.28M Buy
22,729
+2,439
+12% +$140K 0.07% 187
2024
Q4 		$1.13M Buy
20,290
+1,098
+6% +$59.2K 0.06% 197
2024
Q3 		$953K Buy
19,192
+717
+4% +$31.5K 0.05% 213
2024
Q2 		$794K Buy
18,475
+956
+5% +$38.3K 0.05% 238
2024
Q1 		$687K Buy
17,519
+2,289
+15% +$81.3K 0.05% 264
2023
Q4 		$543K Buy
15,230
+2,007
+15% +$70.4K 0.04% 287
2023
Q3 		$454K Buy
13,223
+2,265
+21% +$77.3K 0.05% 278
2023
Q2 		$366K Buy
10,958
+3,457
+46% +$104K 0.04% 331
2023
Q1 		$224K Sell
7,501
-2,159
-22% -$66.7K 0.03% 417
2022
Q4 		$315K Buy
9,660
+2,327
+32% +$75.8K 0.05% 321
2022
Q3 		$210K Buy
7,333
+182
+3% +$5.93K 0.04% 350
2022
Q2 		$223K Buy
7,151
+883
+14% +$30.5K 0.05% 297
2022
Q1 		$211K Buy
+6,268
New +$192K 0.05% 307

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

Wedmont Private Capital's WMB Position: Q2 2026 in Review

Wedmont Private Capital reduced its Williams Companies (WMB) stake by 0.07% in Q2 2026, selling an estimated $1.25K and leaving 24,512 shares worth $1.84M. The position accounts for 0.05% of the portfolio, ranked #205.

Wedmont Private Capital first reported a position in WMB in Q1 2022 and has held it in 18 quarters since. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Wedmont Private Capital held 24,512 shares of Williams Companies worth $1.84M as of Q2 2026.
  • Wedmont Private Capital sold 17 Williams Companies shares in Q2 2026, an estimated $1.25K.
  • Williams Companies made up 0.05% of Wedmont Private Capital's portfolio in Q2 2026, its #205 holding.
  • Wedmont Private Capital first reported a position in Williams Companies in Q1 2022 and has held it in 18 quarters since.
  • 514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.