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BOK Financial Private Wealth’s Williams Companies WMB Stock Holding History

BOK Financial Private Wealth’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 		$522K Buy
7,018
+236
+3% +$17.4K 0.03% 122
2026
Q1 		$494K Sell
6,782
-941
-12% -$65.2K 0.03% 120
2025
Q4 		$464K Sell
7,723
-24
-0.3% -$1.45K 0.03% 131
2025
Q3 		$491K Sell
7,747
-193
-2% -$11.3K 0.03% 126
2025
Q2 		$499K Buy
7,940
+7,560
+1,989% +$446K 0.03% 123
2025
Q1 		$22.7K Buy
+380
New +$21.8K ﹤0.01% 335

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

BOK Financial Private Wealth's WMB Position: Q2 2026 in Review

BOK Financial Private Wealth increased its Williams Companies (WMB) stake by 3.5% in Q2 2026, buying an estimated $17.4K and bringing the position to 7,018 shares worth $522K. The position accounts for 0.03% of the portfolio, ranked #122.

BOK Financial Private Wealth first reported a position in WMB in Q1 2025 and has held it in 6 quarters since. 1,824 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • BOK Financial Private Wealth held 7,018 shares of Williams Companies worth $522K as of Q2 2026.
  • BOK Financial Private Wealth bought 236 Williams Companies shares in Q2 2026, an estimated $17.4K.
  • Williams Companies made up 0.03% of BOK Financial Private Wealth's portfolio in Q2 2026, its #122 holding.
  • BOK Financial Private Wealth first reported a position in Williams Companies in Q1 2025 and has held it in 6 quarters since.
  • 1,824 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.