BCS Private Wealth Management’s Williams Companies WMB Stock Holding History

BCS Private 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	$420K	Sell	5,655 -100	-2%	-$7.36K	0.13%	119
2026 Q1	$419K	Buy	5,755 +100	+2%	+$6.92K	0.13%	121
2025 Q4	$340K	Hold	5,655	–	–	0.12%	136
2025 Q3	$358K	Buy	5,655 +480	+9%	+$28.2K	0.13%	120
2025 Q2	$325K	Buy	+5,175	New	+$306K	0.12%	126

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

BCS Private Wealth Management's WMB Position: Q2 2026 in Review

BCS Private Wealth Management reduced its Williams Companies (WMB) stake by 1.7% in Q2 2026, selling an estimated $7.36K and leaving 5,655 shares worth $420K. The position accounts for 0.13% of the portfolio, ranked #119.

BCS Private Wealth Management first reported a position in WMB in Q2 2025 and has held it in 5 quarters since. 1,830 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

BCS Private Wealth Management held 5,655 shares of Williams Companies worth $420K as of Q2 2026.
BCS Private Wealth Management sold 100 Williams Companies shares in Q2 2026, an estimated $7.36K.
Williams Companies made up 0.13% of BCS Private Wealth Management's portfolio in Q2 2026, its #119 holding.
BCS Private Wealth Management first reported a position in Williams Companies in Q2 2025 and has held it in 5 quarters since.
1,830 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on BCS Private Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.