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Alteri Wealth’s Williams Companies WMB Stock Holding History

Alteri 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 		$901K Sell
12,124
-296
-2% -$21.8K 0.25% 96
2026
Q1 		$904K Sell
12,420
-1,390
-10% -$96.2K 0.29% 82
2025
Q4 		$830K Buy
13,810
+1,200
+10% +$72.6K 0.27% 88
2025
Q3 		$799K Buy
12,610
+336
+3% +$19.7K 0.27% 87
2025
Q2 		$771K Sell
12,274
-1,132
-8% -$66.8K 0.3% 81
2025
Q1 		$801K Sell
13,406
-3,344
-20% -$191K 0.35% 70
2024
Q4 		$906K Buy
+16,750
New +$903K 0.25% 59

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

Alteri Wealth's WMB Position: Q2 2026 in Review

Alteri Wealth reduced its Williams Companies (WMB) stake by 2.4% in Q2 2026, selling an estimated $21.8K and leaving 12,124 shares worth $901K. The position accounts for 0.25% of the portfolio, ranked #96.

Alteri Wealth first reported a position in WMB in Q4 2024 and has held it in 7 quarters since. The position peaked at $906K in Q4 2024. 1,831 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Alteri Wealth held 12,124 shares of Williams Companies worth $901K as of Q2 2026.
  • Alteri Wealth sold 296 Williams Companies shares in Q2 2026, an estimated $21.8K.
  • Williams Companies made up 0.25% of Alteri Wealth's portfolio in Q2 2026, its #96 holding.
  • Alteri Wealth first reported a position in Williams Companies in Q4 2024 and has held it in 7 quarters since.
  • Alteri Wealth's Williams Companies position peaked at $906K in Q4 2024.
  • 1,831 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.