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Blue Zone Wealth Advisors’s Williams Companies WMB Stock Holding History

Blue Zone Wealth 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 		$8.25M Sell
110,977
-10,758
-9% -$792K 1.44% 18
2026
Q1 		$8.86M Sell
121,735
-25,769
-17% -$1.78M 1.8% 11
2025
Q4 		$8.87M Sell
147,504
-2,103
-1% -$127K 1.7% 12
2025
Q3 		$9.48M Buy
149,607
+5,130
+4% +$301K 1.89% 12
2025
Q2 		$9.07M Sell
144,477
-2,967
-2% -$175K 2.27% 7
2025
Q1 		$8.81M Sell
147,444
-11,833
-7% -$677K 2.45% 5
2024
Q4 		$8.62M Sell
159,277
-1,953
-1% -$105K 2.49% 5
2024
Q3 		$7.36M Buy
161,230
+3,040
+2% +$134K 2.29% 10
2024
Q2 		$6.72M Sell
158,190
-8,344
-5% -$335K 2.32% 9
2024
Q1 		$6.49M Buy
166,534
+1,846
+1% +$65.6K 2.23% 11
2023
Q4 		$5.74M Buy
164,688
+2,697
+2% +$94.7K 2.29% 12
2023
Q3 		$5.46M Buy
161,991
+6,216
+4% +$212K 2.39% 8
2023
Q2 		$5.08M Buy
155,775
+3,284
+2% +$98.6K 2.35% 13
2023
Q1 		$4.55M Buy
152,491
+9,049
+6% +$280K 2.43% 13
2022
Q4 		$4.72M Buy
143,442
+1,562
+1% +$50.9K 2.52% 10
2022
Q3 		$4.06M Buy
141,880
+1,344
+1% +$43.8K 2.1% 9
2022
Q2 		$4.39M Buy
140,536
+360
+0.3% +$12.4K 1.99% 11
2022
Q1 		$4.68M Buy
+140,176
New +$4.28M 1.75% 17

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

Blue Zone Wealth Advisors's WMB Position: Q2 2026 in Review

Blue Zone Wealth Advisors reduced its Williams Companies (WMB) stake by 8.8% in Q2 2026, selling an estimated $792K and leaving 110,977 shares worth $8.25M. The position accounts for 1.44% of the portfolio, ranked #18.

Blue Zone Wealth Advisors first reported a position in WMB in Q1 2022 and has held it in 18 quarters since. The position peaked at $9.48M in Q3 2025. 1,827 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Blue Zone Wealth Advisors held 110,977 shares of Williams Companies worth $8.25M as of Q2 2026.
  • Blue Zone Wealth Advisors sold 10,758 Williams Companies shares in Q2 2026, an estimated $792K.
  • Williams Companies made up 1.44% of Blue Zone Wealth Advisors's portfolio in Q2 2026, its #18 holding.
  • Blue Zone Wealth Advisors first reported a position in Williams Companies in Q1 2022 and has held it in 18 quarters since.
  • Blue Zone Wealth Advisors's Williams Companies position peaked at $9.48M in Q3 2025.
  • 1,827 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.