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Alaethes Wealth’s Williams Companies WMB Stock Holding History

Alaethes Wealth’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 		$4.07M Sell
54,754
-160
-0.3% -$11.8K 1.18% 24
2026
Q1 		$4M Buy
54,914
+8,004
+17% +$554K 1.14% 19
2025
Q4 		$2.82M Sell
46,910
-163
-0.3% -$9.86K 0.79% 33
2025
Q3 		$2.98M Sell
47,073
-2,267
-5% -$133K 0.85% 28
2025
Q2 		$3.1M Buy
49,340
+7,109
+17% +$420K 0.93% 27
2025
Q1 		$2.52M Buy
42,231
+243
+0.6% +$13.9K 0.92% 29
2024
Q4 		$2.27M Buy
41,988
+295
+0.7% +$15.9K 0.81% 36
2024
Q3 		$1.9M Sell
41,693
-1,697
-4% -$74.6K 0.7% 46
2024
Q2 		$1.84M Buy
43,390
+598
+1% +$24K 0.76% 39
2024
Q1 		$1.67M Sell
42,792
-4,763
-10% -$169K 0.73% 56
2023
Q4 		$1.66M Buy
47,555
+1,459
+3% +$51.2K 0.78% 45
2023
Q3 		$1.55M Buy
46,096
+126
+0.3% +$4.3K 0.85% 39
2023
Q2 		$1.5M Buy
45,970
+1,428
+3% +$42.9K 0.82% 41
2023
Q1 		$1.33M Buy
44,542
+2,539
+6% +$78.4K 0.78% 50
2022
Q4 		$1.38M Buy
+42,003
New +$1.37M 0.95% 39

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

Alaethes Wealth's WMB Position: Q2 2026 in Review

Alaethes Wealth reduced its Williams Companies (WMB) stake by 0.29% in Q2 2026, selling an estimated $11.8K and leaving 54,754 shares worth $4.07M. The position accounts for 1.18% of the portfolio, ranked #24.

Alaethes Wealth first reported a position in WMB in Q4 2022 and has held it in 15 quarters since. 1,835 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Alaethes Wealth held 54,754 shares of Williams Companies worth $4.07M as of Q2 2026.
  • Alaethes Wealth sold 160 Williams Companies shares in Q2 2026, an estimated $11.8K.
  • Williams Companies made up 1.18% of Alaethes Wealth's portfolio in Q2 2026, its #24 holding.
  • Alaethes Wealth first reported a position in Williams Companies in Q4 2022 and has held it in 15 quarters since.
  • 1,835 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Alaethes Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.