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Aventura Private Wealth’s Williams Companies WMB Stock Holding History

Aventura Private 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 		$229K Buy
3,079
+287
+10% +$21.1K 0.07% 161
2026
Q1 		$203K Hold
2,792
– – 0.07% 152
2025
Q4 		$168K Sell
2,792
-294
-10% -$17.8K 0.06% 162
2025
Q3 		$195K Sell
3,086
-1,381
-31% -$81K 0.07% 158
2025
Q2 		$281K Hold
4,467
– – 0.12% 122
2025
Q1 		$267K Hold
4,467
– – 0.14% 124
2024
Q4 		$242K Buy
+4,467
New +$241K 0.13% 124

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

Aventura Private Wealth's WMB Position: Q2 2026 in Review

Aventura Private Wealth increased its Williams Companies (WMB) stake by 10% in Q2 2026, buying an estimated $21.1K and bringing the position to 3,079 shares worth $229K. The position accounts for 0.07% of the portfolio, ranked #161.

Aventura Private Wealth first reported a position in WMB in Q4 2024 and has held it in 7 quarters since. The position peaked at $281K in Q2 2025. 1,828 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Aventura Private Wealth held 3,079 shares of Williams Companies worth $229K as of Q2 2026.
  • Aventura Private Wealth bought 287 Williams Companies shares in Q2 2026, an estimated $21.1K.
  • Williams Companies made up 0.07% of Aventura Private Wealth's portfolio in Q2 2026, its #161 holding.
  • Aventura Private Wealth first reported a position in Williams Companies in Q4 2024 and has held it in 7 quarters since.
  • Aventura Private Wealth's Williams Companies position peaked at $281K in Q2 2025.
  • 1,828 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.