BAM Wealth Management’s Williams Companies WMB Stock Holding History

BAM 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	$214K	Buy	+2,880	New	+$212K	0.13%	161

Other funds holding WMB

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

BAM Wealth Management's WMB Position: Q2 2026 in Review

BAM Wealth Management opened a new position in Williams Companies (WMB) in Q2 2026: 2,880 shares worth $214K. The stake represents 0.13% of the portfolio and ranks #161 among its holdings.

1,007 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

BAM Wealth Management held 2,880 shares of Williams Companies worth $214K as of Q2 2026.
Williams Companies was a new BAM Wealth Management position in Q2 2026.
Williams Companies made up 0.13% of BAM Wealth Management's portfolio in Q2 2026, its #161 holding.
1,007 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.