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Berger Financial Group’s Williams Companies WMB Stock Holding History

Berger Financial Group’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 		$851K Sell
11,453
-42
-0.4% -$3.09K 0.04% 231
2026
Q1 		$837K Buy
11,495
+1
+0% +$69 0.05% 222
2025
Q4 		$691K Buy
11,494
+19
+0.2% +$1.15K 0.04% 252
2025
Q3 		$727K Buy
11,475
+83
+0.7% +$4.87K 0.04% 242
2025
Q2 		$716K Buy
11,392
+236
+2% +$13.9K 0.05% 224
2025
Q1 		$667K Buy
11,156
+670
+6% +$38.4K 0.05% 224
2024
Q4 		$568K Hold
10,486
– – 0.04% 240
2024
Q3 		$479K Buy
+10,486
New +$461K 0.03% 238

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

Berger Financial Group's WMB Position: Q2 2026 in Review

Berger Financial Group reduced its Williams Companies (WMB) stake by 0.37% in Q2 2026, selling an estimated $3.09K and leaving 11,453 shares worth $851K. The position accounts for 0.04% of the portfolio, ranked #231.

Berger Financial Group first reported a position in WMB in Q3 2024 and has held it in 8 quarters since. 1,835 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Berger Financial Group held 11,453 shares of Williams Companies worth $851K as of Q2 2026.
  • Berger Financial Group sold 42 Williams Companies shares in Q2 2026, an estimated $3.09K.
  • Williams Companies made up 0.04% of Berger Financial Group's portfolio in Q2 2026, its #231 holding.
  • Berger Financial Group first reported a position in Williams Companies in Q3 2024 and has held it in 8 quarters since.
  • 1,835 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.