WMA
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West Michigan Advisors’s Williams Companies WMB Stock Holding History

West Michigan Advisors’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 		$566K Hold
7,770
– – 0.12% 170
2026
Q1 		$566K Sell
7,770
-411
-5% -$28.5K 0.12% 170
2025
Q4 		$492K Buy
8,181
+115
+1% +$6.95K 0.11% 166
2025
Q3 		$511K Sell
8,066
-17
-0.2% -$998 0.12% 144
2025
Q2 		$508K Buy
8,083
+2,364
+41% +$140K 0.14% 113
2025
Q1 		$342K Sell
5,719
-2,986
-34% -$171K 0.11% 139
2024
Q4 		$471K Sell
8,705
-2,375
-21% -$128K 0.14% 112
2024
Q3 		$506K Sell
11,080
-1,535
-12% -$67.5K 0.15% 107
2024
Q2 		$536K Buy
12,615
+2,345
+23% +$94.1K 0.17% 93
2024
Q1 		$400K Buy
10,270
+748
+8% +$26.6K 0.13% 112
2023
Q4 		$332K Buy
9,522
+2,220
+30% +$77.9K 0.13% 107
2023
Q3 		$246K Sell
7,302
-260
-3% -$8.87K 0.13% 122
2023
Q2 		$247K Buy
+7,562
New +$227K 0.1% 175

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

West Michigan Advisors's WMB Position: Q2 2026 in Review

West Michigan Advisors held its Williams Companies (WMB) position steady in Q2 2026 at 7,770 shares worth $566K. The position accounts for 0.12% of the portfolio, ranked #170.

West Michigan Advisors first reported a position in WMB in Q2 2023 and has held it in 13 quarters since. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • West Michigan Advisors held 7,770 shares of Williams Companies worth $566K as of Q2 2026.
  • West Michigan Advisors left its Williams Companies share count unchanged in Q2 2026.
  • Williams Companies made up 0.12% of West Michigan Advisors's portfolio in Q2 2026, its #170 holding.
  • West Michigan Advisors first reported a position in Williams Companies in Q2 2023 and has held it in 13 quarters since.
  • 514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on West Michigan Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.