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Advyzon Investment Management’s Williams Companies WMB Stock Holding History

Advyzon Investment 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 		$815K Buy
10,962
+832
+8% +$61.2K 0.06% 312
2026
Q1 		$737K Buy
+10,130
New +$701K 0.07% 287

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 $3.38T AUM 44.17% 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

Advyzon Investment Management's WMB Position: Q2 2026 in Review

Advyzon Investment Management increased its Williams Companies (WMB) stake by 8.2% in Q2 2026, buying an estimated $61.2K and bringing the position to 10,962 shares worth $815K. The position accounts for 0.06% of the portfolio, ranked #312.

Advyzon Investment Management first reported a position in WMB in Q1 2026 and has held it in 2 quarters since. 1,835 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Advyzon Investment Management held 10,962 shares of Williams Companies worth $815K as of Q2 2026.
  • Advyzon Investment Management bought 832 Williams Companies shares in Q2 2026, an estimated $61.2K.
  • Williams Companies made up 0.06% of Advyzon Investment Management's portfolio in Q2 2026, its #312 holding.
  • Advyzon Investment Management first reported a position in Williams Companies in Q1 2026 and has held it in 2 quarters since.
  • 1,835 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.