ZF
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Zhang Financial’s Williams Companies WMB Stock Holding History

Zhang 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 		$335K Buy
4,500
+16
+0.4% +$1.18K 0.01% 317
2026
Q1 		$326K Buy
+4,484
New +$310K 0.01% 296

Other funds holding WMB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
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
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Truist Financial
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
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Zhang Financial's WMB Position: Q2 2026 in Review

Zhang Financial increased its Williams Companies (WMB) stake by 0.36% in Q2 2026, buying an estimated $1.18K and bringing the position to 4,500 shares worth $335K. The position accounts for 0.01% of the portfolio, ranked #317.

Zhang Financial first reported a position in WMB in Q1 2026 and has held it in 2 quarters since. 951 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Zhang Financial held 4,500 shares of Williams Companies worth $335K as of Q2 2026.
  • Zhang Financial bought 16 Williams Companies shares in Q2 2026, an estimated $1.18K.
  • Williams Companies made up 0.01% of Zhang Financial's portfolio in Q2 2026, its #317 holding.
  • Zhang Financial first reported a position in Williams Companies in Q1 2026 and has held it in 2 quarters since.
  • 951 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.