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Bleakley Financial Group’s Williams Companies WMB Stock Holding History

Bleakley 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 		$3.16M Buy
42,493
+1,774
+4% +$131K 0.04% 356
2026
Q1 		$2.96M Sell
40,719
-49,198
-55% -$3.41M 0.05% 299
2025
Q4 		$5.4M Buy
89,917
+11,020
+14% +$666K 0.09% 175
2025
Q3 		$5M Buy
78,897
+2,560
+3% +$150K 0.12% 156
2025
Q2 		$4.79M Buy
76,337
+7,535
+11% +$445K 0.12% 156
2025
Q1 		$4.11M Buy
68,802
+2,259
+3% +$129K 0.13% 147
2024
Q4 		$3.6M Sell
66,543
-238
-0.4% -$12.8K 0.11% 160
2024
Q3 		$3.05M Sell
66,781
-122,044
-65% -$5.36M 0.09% 183
2024
Q2 		$8.03M Sell
188,825
-1,927
-1% -$77.3K 0.23% 80
2024
Q1 		$7.43M Buy
190,752
+2,071
+1% +$73.6K 0.22% 86
2023
Q4 		$6.57M Sell
188,681
-5,818
-3% -$204K 0.21% 91
2023
Q3 		$6.55M Buy
194,499
+763
+0.4% +$26K 0.23% 84
2023
Q2 		$6.32M Buy
193,736
+13,939
+8% +$418K 0.2% 93
2023
Q1 		$5.37M Buy
179,797
+3,871
+2% +$120K 0.18% 102
2022
Q4 		$5.79M Buy
+175,926
New +$5.73M 0.21% 100

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

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

Bleakley Financial Group increased its Williams Companies (WMB) stake by 4.4% in Q2 2026, buying an estimated $131K and bringing the position to 42,493 shares worth $3.16M. The position accounts for 0.04% of the portfolio, ranked #356.

Bleakley Financial Group first reported a position in WMB in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.03M in Q2 2024. 1,835 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Bleakley Financial Group held 42,493 shares of Williams Companies worth $3.16M as of Q2 2026.
  • Bleakley Financial Group bought 1,774 Williams Companies shares in Q2 2026, an estimated $131K.
  • Williams Companies made up 0.04% of Bleakley Financial Group's portfolio in Q2 2026, its #356 holding.
  • Bleakley Financial Group first reported a position in Williams Companies in Q4 2022 and has held it in 15 quarters since.
  • Bleakley Financial Group's Williams Companies position peaked at $8.03M in Q2 2024.
  • 1,835 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.