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Bell Investment Advisors’s Williams Companies WMB Stock Holding History

Bell Investment Advisors’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 		$16.1K Sell
216
-44
-17% -$3.24K ﹤0.01% 545
2026
Q1 		$18.9K Buy
260
+59
+29% +$4.08K ﹤0.01% 459
2025
Q4 		$12.1K Buy
201
+9
+5% +$544 ﹤0.01% 623
2025
Q3 		$12.2K Sell
192
-51
-21% -$2.99K ﹤0.01% 565
2025
Q2 		$15.3K Sell
243
-8
-3% -$472 ﹤0.01% 514
2025
Q1 		$15K Buy
251
+9
+4% +$515 ﹤0.01% 471
2024
Q4 		$13.1K Hold
242
– – ﹤0.01% 504
2024
Q3 		$11K Hold
242
– – ﹤0.01% 580
2024
Q2 		$10.3K Hold
242
– – ﹤0.01% 597
2024
Q1 		$9.43K Hold
242
– – ﹤0.01% 613
2023
Q4 		$8.43K Sell
242
-14
-5% -$491 ﹤0.01% 626
2023
Q3 		$8.63K Sell
256
-9
-3% -$307 ﹤0.01% 571
2023
Q2 		$8.65K Sell
265
-80
-23% -$2.4K ﹤0.01% 570
2023
Q1 		$10.3K Buy
345
+68
+25% +$2.1K ﹤0.01% 473
2022
Q4 		$9.11K Buy
277
+46
+20% +$1.5K ﹤0.01% 523
2022
Q3 		$7K Sell
231
-63
-21% -$2.05K ﹤0.01% 558
2022
Q2 		$9K Buy
+294
New +$10.2K ﹤0.01% 474
2021
Q4 		$7K Buy
254
+23
+10% +$636 ﹤0.01% 641
2021
Q3 		$6K Buy
+231
New +$5.82K ﹤0.01% 673

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 $3.38T AUM 44.17% 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

Bell Investment Advisors's WMB Position: Q2 2026 in Review

Bell Investment Advisors reduced its Williams Companies (WMB) stake by 17% in Q2 2026, selling an estimated $3.24K and leaving 216 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #545.

Bell Investment Advisors first reported a position in WMB in Q3 2021 and has held it in 19 quarters since. The position peaked at $18.9K in Q1 2026. 1,835 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Bell Investment Advisors held 216 shares of Williams Companies worth $16.1K as of Q2 2026.
  • Bell Investment Advisors sold 44 Williams Companies shares in Q2 2026, an estimated $3.24K.
  • Williams Companies made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #545 holding.
  • Bell Investment Advisors first reported a position in Williams Companies in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Williams Companies position peaked at $18.9K in Q1 2026.
  • 1,835 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.