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Baker Tilly Wealth Management’s Williams Companies WMB Stock Holding History

Baker Tilly Wealth Management’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 		$2.08M Sell
27,996
-2,402
-8% -$177K 0.44% 49
2026
Q1 		$2.21M Buy
30,398
+3,887
+15% +$269K 0.54% 42
2025
Q4 		$1.59M Buy
26,511
+3,889
+17% +$235K 0.39% 47
2025
Q3 		$1.43M Buy
22,622
+725
+3% +$42.5K 0.32% 55
2025
Q2 		$1.38M Sell
21,897
-4,899
-18% -$289K 0.49% 34
2025
Q1 		$1.6M Sell
26,796
-943
-3% -$54K 0.63% 26
2024
Q4 		$1.5M Sell
27,739
-3,257
-11% -$176K 0.59% 33
2024
Q3 		$1.41M Buy
30,996
+3,178
+11% +$140K 0.63% 27
2024
Q2 		$1.18M Sell
27,818
-13,729
-33% -$551K 0.48% 41
2024
Q1 		$1.62M Sell
41,547
-1,274
-3% -$45.3K 0.29% 79
2023
Q4 		$1.49M Sell
42,821
-9,129
-18% -$320K 0.24% 92
2023
Q3 		$1.75M Sell
51,950
-67,564
-57% -$2.31M 0.29% 75
2023
Q2 		$3.9M Buy
119,514
+13,633
+13% +$409K 0.41% 55
2023
Q1 		$3.16M Buy
105,881
+5,763
+6% +$178K 0.36% 63
2022
Q4 		$3.29M Buy
100,118
+8,029
+9% +$261K 0.41% 63
2022
Q3 		$2.64M Buy
92,089
+6,961
+8% +$227K 0.36% 63
2022
Q2 		$2.66M Buy
85,128
+5,272
+7% +$182K 0.35% 68
2022
Q1 		$2.67M Buy
79,856
+13,424
+20% +$410K 0.3% 72
2021
Q4 		$1.73M Buy
66,432
+10,326
+18% +$285K 0.19% 111
2021
Q3 		$1.46M Buy
56,106
+14,599
+35% +$368K 0.19% 103
2021
Q2 		$1.1M Buy
41,507
+10,505
+34% +$269K 0.18% 132
2021
Q1 		$734K Buy
+31,002
New +$704K 0.15% 175

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

Baker Tilly Wealth Management's WMB Position: Q2 2026 in Review

Baker Tilly Wealth Management reduced its Williams Companies (WMB) stake by 7.9% in Q2 2026, selling an estimated $177K and leaving 27,996 shares worth $2.08M. The position accounts for 0.44% of the portfolio, ranked #49.

Baker Tilly Wealth Management first reported a position in WMB in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.9M in Q2 2023. 1,833 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Baker Tilly Wealth Management held 27,996 shares of Williams Companies worth $2.08M as of Q2 2026.
  • Baker Tilly Wealth Management sold 2,402 Williams Companies shares in Q2 2026, an estimated $177K.
  • Williams Companies made up 0.44% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #49 holding.
  • Baker Tilly Wealth Management first reported a position in Williams Companies in Q1 2021 and has held it in 22 quarters since.
  • Baker Tilly Wealth Management's Williams Companies position peaked at $3.9M in Q2 2023.
  • 1,833 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.