Planning Strategies Inc.’s Williams Companies WMB Stock Holding History

Planning Strategies Inc.’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	$67.8K	Buy	+912	New	+$67.1K	0.04%	135

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 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

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return

Planning Strategies Inc.'s WMB Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Williams Companies (WMB) in Q2 2026: 912 shares worth $67.8K. The stake represents 0.04% of the portfolio and ranks #135 among its holdings.

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

Planning Strategies Inc. held 912 shares of Williams Companies worth $67.8K as of Q2 2026.
Williams Companies was a new Planning Strategies Inc. position in Q2 2026.
Williams Companies made up 0.04% of Planning Strategies Inc.'s portfolio in Q2 2026, its #135 holding.
635 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.