BWM
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BlackDiamond Wealth Management’s Williams Companies WMB Stock Holding History

BlackDiamond 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 		$451K Sell
6,283
-245
-4% -$18K 0.18% 118
2026
Q1 		$475K Buy
6,528
+347
+6% +$24K 0.23% 97
2025
Q4 		$419K Buy
6,181
+293
+5% +$17.7K 0.2% 103
2025
Q3 		$373K Sell
5,888
-2,458
-29% -$144K 0.2% 95
2025
Q2 		$490K Buy
8,346
+249
+3% +$14.7K 0.28% 66
2025
Q1 		$467K Sell
8,097
-4,914
-38% -$281K 0.32% 59
2024
Q4 		$704K Sell
13,011
-1,623
-11% -$87.5K 0.41% 53
2024
Q3 		$830K Sell
14,634
-3,259
-18% -$143K 0.5% 50
2024
Q2 		$785K Buy
17,893
+1,569
+10% +$62.9K 0.52% 51
2024
Q1 		$636K Buy
+16,324
New +$580K 0.45% 55

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

BlackDiamond Wealth Management's WMB Position: Q2 2026 in Review

BlackDiamond Wealth Management reduced its Williams Companies (WMB) stake by 3.8% in Q2 2026, selling an estimated $18K and leaving 6,283 shares worth $451K. The position accounts for 0.18% of the portfolio, ranked #118.

BlackDiamond Wealth Management first reported a position in WMB in Q1 2024 and has held it in 10 quarters since. The position peaked at $830K in Q3 2024. 1,830 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • BlackDiamond Wealth Management held 6,283 shares of Williams Companies worth $451K as of Q2 2026.
  • BlackDiamond Wealth Management sold 245 Williams Companies shares in Q2 2026, an estimated $18K.
  • Williams Companies made up 0.18% of BlackDiamond Wealth Management's portfolio in Q2 2026, its #118 holding.
  • BlackDiamond Wealth Management first reported a position in Williams Companies in Q1 2024 and has held it in 10 quarters since.
  • BlackDiamond Wealth Management's Williams Companies position peaked at $830K in Q3 2024.
  • 1,830 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.