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Activest Wealth Management’s Williams Companies WMB Stock Holding History

Activest 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 		$4.68K Buy
63
+6
+11% +$442 ﹤0.01% 723
2026
Q1 		$4.15K Buy
+57
New +$3.95K ﹤0.01% 851
2025
Q4 		– Sell
-88
Closed -$5.58K – 1319
2025
Q3 		$5.58K Sell
88
-223
-72% -$13.1K ﹤0.01% 621
2025
Q2 		$19.5K Buy
311
+34
+12% +$2.01K ﹤0.01% 328
2025
Q1 		$16.6K Buy
277
+268
+2,978% +$15.3K ﹤0.01% 316
2024
Q4 		$487 Buy
+9
New +$485 ﹤0.01% 531

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

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

Activest Wealth Management increased its Williams Companies (WMB) stake by 11% in Q2 2026, buying an estimated $442 and bringing the position to 63 shares worth $4.68K. The position accounts for ﹤0.01% of the portfolio, ranked #723.

Activest Wealth Management first reported a position in WMB in Q4 2024 and has held it in 6 quarters since. The position peaked at $19.5K in Q2 2025. 1,820 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Activest Wealth Management held 63 shares of Williams Companies worth $4.68K as of Q2 2026.
  • Activest Wealth Management bought 6 Williams Companies shares in Q2 2026, an estimated $442.
  • Williams Companies made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #723 holding.
  • Activest Wealth Management first reported a position in Williams Companies in Q4 2024 and has held it in 6 quarters since.
  • Activest Wealth Management's Williams Companies position peaked at $19.5K in Q2 2025.
  • 1,820 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.