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AGH Wealth Advisors’s Williams Companies WMB Stock Holding History

AGH Wealth Advisors’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 		$619K Buy
8,325
+43
+0.5% +$3.16K 0.39% 53
2026
Q1 		$603K Sell
8,282
-7
-0.1% -$485 0.44% 48
2025
Q4 		$498K Sell
8,289
-875
-10% -$52.9K 0.37% 51
2025
Q3 		$581K Buy
9,164
+809
+10% +$47.5K 0.43% 45
2025
Q2 		$525K Sell
8,355
-668
-7% -$39.4K 0.43% 46
2025
Q1 		$539K Sell
9,023
-668
-7% -$38.2K 0.52% 41
2024
Q4 		$524K Buy
+9,691
New +$522K 0.49% 44

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

AGH Wealth Advisors's WMB Position: Q2 2026 in Review

AGH Wealth Advisors increased its Williams Companies (WMB) stake by 0.52% in Q2 2026, buying an estimated $3.16K and bringing the position to 8,325 shares worth $619K. The position accounts for 0.39% of the portfolio, ranked #53.

AGH Wealth Advisors first reported a position in WMB in Q4 2024 and has held it in 7 quarters since. 1,830 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • AGH Wealth Advisors held 8,325 shares of Williams Companies worth $619K as of Q2 2026.
  • AGH Wealth Advisors bought 43 Williams Companies shares in Q2 2026, an estimated $3.16K.
  • Williams Companies made up 0.39% of AGH Wealth Advisors's portfolio in Q2 2026, its #53 holding.
  • AGH Wealth Advisors first reported a position in Williams Companies in Q4 2024 and has held it in 7 quarters since.
  • 1,830 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on AGH Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.