AWM
WMB icon

Accel Wealth Management’s Williams Companies WMB Stock Holding History

Accel Wealth Management’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 		$235K Sell
3,161
-11
-0.3% -$809 0.05% 265
2026
Q1 		$231K Buy
+3,172
New +$220K 0.06% 249
2025
Q4 		– Sell
-4,068
Closed -$258K – 294
2025
Q3 		$258K Buy
4,068
+6
+0.1% +$352 0.08% 223
2025
Q2 		$255K Buy
4,062
+7
+0.2% +$413 0.09% 213
2025
Q1 		$242K Sell
4,055
-906
-18% -$51.9K 0.09% 209
2024
Q4 		$269K Buy
4,961
+8
+0.2% +$431 0.1% 197
2024
Q3 		$226K Sell
4,953
-470
-9% -$20.7K 0.08% 220
2024
Q2 		$230K Buy
+5,423
New +$218K 0.09% 202
2023
Q2 		– Sell
-3,944
Closed -$118K – 880
2023
Q1 		$118K Buy
3,944
+60
+2% +$1.85K 0.05% 297
2022
Q4 		$128K Buy
3,884
+49
+1% +$1.59K 0.06% 211
2022
Q3 		$118K Buy
3,835
+56
+1% +$1.82K 0.06% 227
2022
Q2 		$119K Buy
3,779
+52
+1% +$1.79K 0.07% 211
2022
Q1 		$126K Buy
3,727
+47
+1% +$1.44K 0.07% 223
2021
Q4 		$96K Buy
3,680
+57
+2% +$1.57K 0.05% 267
2021
Q3 		$94K Buy
3,623
+56
+2% +$1.41K 0.06% 229
2021
Q2 		$95K Buy
3,567
+56
+2% +$1.43K 0.06% 241
2021
Q1 		$83K Buy
3,511
+58
+2% +$1.32K 0.07% 241
2020
Q4 		$69K Buy
+3,453
New +$70K 0.06% 248

Other funds holding WMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Accel Wealth Management's WMB Position: Q2 2026 in Review

Accel Wealth Management reduced its Williams Companies (WMB) stake by 0.35% in Q2 2026, selling an estimated $809 and leaving 3,161 shares worth $235K. The position accounts for 0.05% of the portfolio, ranked #265.

Accel Wealth Management first reported a position in WMB in Q4 2020 and has held it in 18 quarters since. The position peaked at $269K in Q4 2024. 1,826 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Accel Wealth Management held 3,161 shares of Williams Companies worth $235K as of Q2 2026.
  • Accel Wealth Management sold 11 Williams Companies shares in Q2 2026, an estimated $809.
  • Williams Companies made up 0.05% of Accel Wealth Management's portfolio in Q2 2026, its #265 holding.
  • Accel Wealth Management first reported a position in Williams Companies in Q4 2020 and has held it in 18 quarters since.
  • Accel Wealth Management's Williams Companies position peaked at $269K in Q4 2024.
  • 1,826 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.