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Bare Financial Services’s Williams Companies WMB Stock Holding History

Bare Financial Services’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 		$10.5K Buy
141
+76
+117% +$5.59K ﹤0.01% 568
2026
Q1 		$4.73K Buy
65
+22
+51% +$1.52K ﹤0.01% 679
2025
Q4 		$2.58K Hold
43
– – ﹤0.01% 774
2025
Q3 		$2.72K Sell
43
-48
-53% -$2.82K ﹤0.01% 733
2025
Q2 		$5.72K Buy
91
+83
+1,038% +$4.9K ﹤0.01% 406
2025
Q1 		$478 Buy
+8
New +$458 ﹤0.01% 844

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

Bare Financial Services's WMB Position: Q2 2026 in Review

Bare Financial Services increased its Williams Companies (WMB) stake by 117% in Q2 2026, buying an estimated $5.59K and bringing the position to 141 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #568.

Bare Financial Services first reported a position in WMB in Q1 2025 and has held it in 6 quarters since. 1,820 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Bare Financial Services held 141 shares of Williams Companies worth $10.5K as of Q2 2026.
  • Bare Financial Services bought 76 Williams Companies shares in Q2 2026, an estimated $5.59K.
  • Williams Companies made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #568 holding.
  • Bare Financial Services first reported a position in Williams Companies in Q1 2025 and has held it in 6 quarters since.
  • 1,820 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.