Woodward Diversified Capital’s Williams Companies WMB Stock Holding History

Woodward Diversified 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	$225K	Buy	+3,022	New	+$222K	0.1%	164

Other funds holding WMB

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Woodward Diversified Capital's WMB Position: Q2 2026 in Review

Woodward Diversified Capital opened a new position in Williams Companies (WMB) in Q2 2026: 3,022 shares worth $225K. The stake represents 0.1% of the portfolio and ranks #164 among its holdings.

784 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Woodward Diversified Capital held 3,022 shares of Williams Companies worth $225K as of Q2 2026.
Williams Companies was a new Woodward Diversified Capital position in Q2 2026.
Williams Companies made up 0.1% of Woodward Diversified Capital's portfolio in Q2 2026, its #164 holding.
784 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Woodward Diversified Capital's 13F filing for Q2 2026, filed 28 Jul 2026.