XF
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XML Financial’s Williams Companies WMB Stock Holding History

XML Financial’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 		$482K Buy
6,490
+100
+2% +$7.36K 0.04% 290
2026
Q1 		$465K Sell
6,390
-1,520
-19% -$105K 0.04% 275
2025
Q4 		$475K Buy
7,910
+1,485
+23% +$89.8K 0.04% 269
2025
Q3 		$407K Buy
6,425
+625
+11% +$36.7K 0.03% 276
2025
Q2 		$364K Hold
5,800
– – 0.03% 284
2025
Q1 		$347K Sell
5,800
-1,563
-21% -$89.5K 0.03% 270
2024
Q4 		$398K Buy
7,363
+513
+7% +$27.6K 0.04% 257
2024
Q3 		$313K Buy
6,850
+302
+5% +$13.3K 0.03% 283
2024
Q2 		$278K Sell
6,548
-1,762
-21% -$70.7K 0.03% 283
2024
Q1 		$324K Buy
8,310
+18
+0.2% +$640 0.03% 269
2023
Q4 		$289K Sell
8,292
-506
-6% -$17.8K 0.03% 266
2023
Q3 		$296K Sell
8,798
-832
-9% -$28.4K 0.04% 264
2023
Q2 		$290K Sell
9,630
-3,336
-26% -$100K 0.03% 276
2023
Q1 		$387K Sell
12,966
-322
-2% -$9.95K 0.05% 238
2022
Q4 		$437K Buy
13,288
+464
+4% +$15.1K 0.05% 213
2022
Q3 		$367K Buy
12,824
+4,457
+53% +$145K 0.05% 224
2022
Q2 		$261K Sell
8,367
-5,786
-41% -$200K 0.06% 186
2022
Q1 		$473K Sell
14,153
-1,398
-9% -$42.7K 0.06% 214
2021
Q4 		$405K Buy
15,551
+255
+2% +$7.05K 0.05% 230
2021
Q3 		$397K Buy
15,296
+4,532
+42% +$114K 0.05% 223
2021
Q2 		$286K Buy
+10,764
New +$276K 0.06% 177
2021
Q1 		– Sell
-10,539
Closed -$211K – 228
2020
Q4 		$211K Buy
+10,539
New +$214K 0.05% 194
2020
Q3 		– Sell
-11,613
Closed -$221K – 208
2020
Q2 		$221K Buy
+11,613
New +$216K 0.08% 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

XML Financial's WMB Position: Q2 2026 in Review

XML Financial increased its Williams Companies (WMB) stake by 1.6% in Q2 2026, buying an estimated $7.36K and bringing the position to 6,490 shares worth $482K. The position accounts for 0.04% of the portfolio, ranked #290.

XML Financial first reported a position in WMB in Q2 2020 and has held it in 23 quarters since. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • XML Financial held 6,490 shares of Williams Companies worth $482K as of Q2 2026.
  • XML Financial bought 100 Williams Companies shares in Q2 2026, an estimated $7.36K.
  • Williams Companies made up 0.04% of XML Financial's portfolio in Q2 2026, its #290 holding.
  • XML Financial first reported a position in Williams Companies in Q2 2020 and has held it in 23 quarters since.
  • 514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.