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Avestar Capital’s Williams Companies WMB Stock Holding History

Avestar Capital’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 		$543K Buy
7,299
+273
+4% +$20.1K 0.03% 359
2026
Q1 		$511K Buy
7,026
+82
+1% +$5.68K 0.03% 348
2025
Q4 		$417K Buy
6,944
+240
+4% +$14.5K 0.03% 371
2025
Q3 		$425K Buy
6,704
+1,876
+39% +$110K 0.03% 367
2025
Q2 		$303K Sell
4,828
-198
-4% -$11.7K 0.02% 391
2025
Q1 		$300K Sell
5,026
-1,229
-20% -$70.3K 0.03% 374
2024
Q4 		$339K Buy
6,255
+1,045
+20% +$56.3K 0.03% 361
2024
Q3 		$238K Buy
5,210
+306
+6% +$13.5K 0.02% 410
2024
Q2 		$208K Buy
+4,904
New +$197K 0.02% 414
2019
Q3 		– Sell
-3,614
Closed -$98K – 846
2019
Q2 		$98K Sell
3,614
-1,010
-22% -$28.1K 0.06% 194
2019
Q1 		$129K Buy
4,624
+373
+9% +$10K 0.08% 161
2018
Q4 		$89K Sell
4,251
-571
-12% -$14.3K 0.06% 194
2018
Q3 		$127K Buy
4,822
+3,384
+235% +$98.2K 0.07% 170
2018
Q2 		$35K Buy
1,438
+367
+34% +$9.68K 0.02% 302
2018
Q1 		$24K Sell
1,071
-359
-25% -$10.6K 0.02% 312
2017
Q4 		$39K Buy
+1,430
New +$41.6K 0.03% 274

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

Avestar Capital's WMB Position: Q2 2026 in Review

Avestar Capital increased its Williams Companies (WMB) stake by 3.9% in Q2 2026, buying an estimated $20.1K and bringing the position to 7,299 shares worth $543K. The position accounts for 0.03% of the portfolio, ranked #359.

Avestar Capital first reported a position in WMB in Q4 2017 and has held it in 16 quarters since. 1,831 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Avestar Capital held 7,299 shares of Williams Companies worth $543K as of Q2 2026.
  • Avestar Capital bought 273 Williams Companies shares in Q2 2026, an estimated $20.1K.
  • Williams Companies made up 0.03% of Avestar Capital's portfolio in Q2 2026, its #359 holding.
  • Avestar Capital first reported a position in Williams Companies in Q4 2017 and has held it in 16 quarters since.
  • 1,831 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.