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Aspiriant LLC’s Williams Companies WMB Stock Holding History

Aspiriant LLC’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 		$238K Buy
+3,207
New +$236K 0.01% 356
2025
Q3 		– Sell
-4,820
Closed -$303K – 321
2025
Q2 		$303K Buy
+4,820
New +$285K 0.01% 252

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

Aspiriant LLC's WMB Position: Q2 2026 in Review

Aspiriant LLC opened a new position in Williams Companies (WMB) in Q2 2026: 3,207 shares worth $238K. The stake represents 0.01% of the portfolio and ranks #356 among its holdings. This is a return to the name: Aspiriant LLC previously reported a position in WMB as recently as Q2 2025.

Aspiriant LLC first reported a position in WMB in Q2 2025 and has held it in 2 quarters since. The position peaked at $303K in Q2 2025. 1,830 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Aspiriant LLC held 3,207 shares of Williams Companies worth $238K as of Q2 2026.
  • Williams Companies was a new Aspiriant LLC position in Q2 2026.
  • Williams Companies made up 0.01% of Aspiriant LLC's portfolio in Q2 2026, its #356 holding.
  • Aspiriant LLC first reported a position in Williams Companies in Q2 2025 and has held it in 2 quarters since.
  • Aspiriant LLC's Williams Companies position peaked at $303K in Q2 2025.
  • 1,830 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Aspiriant LLC's 13F filing for Q2 2026, filed 20 Jul 2026.