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AXS Investments’s Williams Companies WMB Stock Holding History

AXS Investments’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 		$36.2K Sell
487
-67
-12% -$4.93K 0.01% 171
2026
Q1 		$40.3K Sell
554
-247
-31% -$17.1K 0.02% 164
2025
Q4 		$48.1K Sell
801
-145
-15% -$8.77K 0.02% 173
2025
Q3 		$59.9K Buy
+946
New +$55.5K 0.02% 168
2023
Q3 		– Sell
-499
Closed -$16.3K – 479
2023
Q2 		$16.3K Sell
499
-205
-29% -$6.15K ﹤0.01% 383
2023
Q1 		$21K Sell
704
-10
-1% -$309 0.01% 348
2022
Q4 		$23.5K Buy
+714
New +$23.2K 0.01% 319

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

AXS Investments's WMB Position: Q2 2026 in Review

AXS Investments reduced its Williams Companies (WMB) stake by 12% in Q2 2026, selling an estimated $4.93K and leaving 487 shares worth $36.2K. The position accounts for 0.01% of the portfolio, ranked #171.

AXS Investments first reported a position in WMB in Q4 2022 and has held it in 7 quarters since. The position peaked at $59.9K in Q3 2025. 1,835 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • AXS Investments held 487 shares of Williams Companies worth $36.2K as of Q2 2026.
  • AXS Investments sold 67 Williams Companies shares in Q2 2026, an estimated $4.93K.
  • Williams Companies made up 0.01% of AXS Investments's portfolio in Q2 2026, its #171 holding.
  • AXS Investments first reported a position in Williams Companies in Q4 2022 and has held it in 7 quarters since.
  • AXS Investments's Williams Companies position peaked at $59.9K in Q3 2025.
  • 1,835 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on AXS Investments's 13F filing for Q2 2026, filed 10 Aug 2026.