Bellars Harris Wealth Management, LLC’s Williams Companies WMB Stock Holding History

Bellars Harris Wealth Management, LLC’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	$10.6M	Buy	+142,181	New	+$10.5M	2.15%	7

Other funds holding WMB

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Jennison Associates New York $167B AUM 44.17% 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

Bellars Harris Wealth Management, LLC's WMB Position: Q2 2026 in Review

Bellars Harris Wealth Management, LLC opened a new position in Williams Companies (WMB) in Q2 2026: 142,181 shares worth $10.6M. The stake represents 2.15% of the portfolio and ranks #7 among its holdings.

1,007 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Bellars Harris Wealth Management, LLC held 142,181 shares of Williams Companies worth $10.6M as of Q2 2026.
Williams Companies was a new Bellars Harris Wealth Management, LLC position in Q2 2026.
Williams Companies made up 2.15% of Bellars Harris Wealth Management, LLC's portfolio in Q2 2026, its #7 holding.
1,007 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Bellars Harris Wealth Management, LLC's 13F filing for Q2 2026, filed 6 Aug 2026.