Bay Harbor Wealth Management’s Williams Companies WMB Stock Holding History

Bay Harbor 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	$12.1K	Buy	163 +2	+1%	+$147	﹤0.01%	254
2026 Q1	$11.7K	Buy	161 +56	+53%	+$3.88K	﹤0.01%	198
2025 Q4	$6.31K	Buy	105 +35	+50%	+$2.12K	﹤0.01%	243
2025 Q3	$4.43K	Buy	70 +13	+23%	+$763	﹤0.01%	218
2025 Q2	$3.58K	Buy	57 +23	+68%	+$1.36K	﹤0.01%	207
2025 Q1	$2.03K	Buy	+34	New	+$1.95K	﹤0.01%	191
2022 Q3	–	Sell	-1,311	Closed	-$41K	–	214
2022 Q2	$41K	Hold	1,311	–	–	0.02%	113
2022 Q1	$44K	Hold	1,311	–	–	0.02%	120
2021 Q4	$40K	Sell	1,311 -53	-4%	-$1.47K	0.02%	124
2021 Q3	$35K	Sell	1,364 -413	-23%	-$10.4K	0.01%	134
2021 Q2	$47K	Buy	1,777 +515	+41%	+$13.2K	0.02%	134
2021 Q1	$30K	Buy	1,262 +33	+3%	+$750	0.01%	165
2020 Q4	$25K	Buy	1,229 +6	+0.5%	+$122	0.01%	196
2020 Q3	$24K	Buy	+1,223	New	+$24.9K	0.01%	196

Other funds holding WMB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bay Harbor Wealth Management's WMB Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Williams Companies (WMB) stake by 1.2% in Q2 2026, buying an estimated $147 and bringing the position to 163 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #254.

Bay Harbor Wealth Management first reported a position in WMB in Q3 2020 and has held it in 14 quarters since. The position peaked at $47K in Q2 2021. 1,821 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Bay Harbor Wealth Management held 163 shares of Williams Companies worth $12.1K as of Q2 2026.
Bay Harbor Wealth Management bought 2 Williams Companies shares in Q2 2026, an estimated $147.
Williams Companies made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #254 holding.
Bay Harbor Wealth Management first reported a position in Williams Companies in Q3 2020 and has held it in 14 quarters since.
Bay Harbor Wealth Management's Williams Companies position peaked at $47K in Q2 2021.
1,821 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.