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Benjamin Edwards Inc’s Williams Companies WMB Stock Holding History

Benjamin Edwards Inc’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 		$9.31M Sell
125,178
-7,814
-6% -$575K 0.08% 248
2026
Q1 		$9.68M Buy
132,992
+5,788
+5% +$401K 0.1% 211
2025
Q4 		$7.65M Sell
127,204
-295
-0.2% -$17.8K 0.08% 236
2025
Q3 		$8.08M Buy
127,499
+6,653
+6% +$390K 0.09% 217
2025
Q2 		$7.59M Buy
120,846
+17,646
+17% +$1.04M 0.1% 200
2025
Q1 		$6.17M Buy
103,200
+8,142
+9% +$466K 0.09% 222
2024
Q4 		$5.14M Sell
95,058
-11,040
-10% -$595K 0.07% 257
2024
Q3 		$4.84M Buy
106,098
+99,652
+1,546% +$4.38M 0.07% 264
2024
Q2 		$274K Sell
6,446
-200
-3% -$8.02K 0.05% 306
2024
Q1 		$259K Sell
6,646
-194
-3% -$6.89K 0.05% 303
2023
Q4 		$238K Sell
6,840
-190
-3% -$6.67K 0.05% 287
2023
Q3 		$237K Sell
7,030
-474
-6% -$16.2K 0.06% 256
2023
Q2 		$245K Sell
7,504
-861
-10% -$25.8K 0.06% 250
2023
Q1 		$250K Sell
8,365
-41
-0.5% -$1.27K 0.06% 243
2022
Q4 		$277K Sell
8,406
-6,705
-44% -$218K 0.07% 227
2022
Q3 		$433K Sell
15,111
-858
-5% -$28K 0.13% 179
2022
Q2 		$498K Sell
15,969
-418
-3% -$14.4K 0.15% 173
2022
Q1 		$548K Buy
16,387
+343
+2% +$10.5K 0.16% 157
2021
Q4 		$418K Buy
16,044
+324
+2% +$8.95K 0.14% 167
2021
Q3 		$408K Sell
15,720
-161
-1% -$4.05K 0.25% 127
2021
Q2 		$422K Sell
15,881
-188
-1% -$4.81K 0.29% 116
2021
Q1 		$381K Sell
16,069
-724
-4% -$16.4K 0.29% 114
2020
Q4 		$337K Sell
16,793
-4,664
-22% -$94.5K 0.26% 116
2020
Q3 		$422K Sell
21,457
-1,765
-8% -$35.9K 0.35% 95
2020
Q2 		$442K Buy
23,222
+1,058
+5% +$19.7K 0.37% 91
2020
Q1 		$314K Buy
22,164
+21,713
+4,814% +$420K 0.33% 106
2019
Q4 		$11K Buy
451
+5
+1% +$115 0.02% 223
2019
Q3 		$11K Sell
446
-5
-1% -$126 0.02% 217
2019
Q2 		$13K Sell
451
-2,067
-82% -$57.4K 0.03% 203
2019
Q1 		$72K Buy
+2,518
New +$67.5K 0.34% 91

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

Benjamin Edwards Inc's WMB Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its Williams Companies (WMB) stake by 5.9% in Q2 2026, selling an estimated $575K and leaving 125,178 shares worth $9.31M. The position accounts for 0.08% of the portfolio, ranked #248.

Benjamin Edwards Inc first reported a position in WMB in Q1 2019 and has held it in 30 quarters since. The position peaked at $9.68M in Q1 2026. 1,820 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Benjamin Edwards Inc held 125,178 shares of Williams Companies worth $9.31M as of Q2 2026.
  • Benjamin Edwards Inc sold 7,814 Williams Companies shares in Q2 2026, an estimated $575K.
  • Williams Companies made up 0.08% of Benjamin Edwards Inc's portfolio in Q2 2026, its #248 holding.
  • Benjamin Edwards Inc first reported a position in Williams Companies in Q1 2019 and has held it in 30 quarters since.
  • Benjamin Edwards Inc's Williams Companies position peaked at $9.68M in Q1 2026.
  • 1,820 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.