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Bradley Foster & Sargent’s Williams Companies WMB Stock Holding History

Bradley Foster & Sargent’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 		$751K Buy
10,107
+327
+3% +$24.1K 0.01% 343
2026
Q1 		$712K Hold
9,780
– – 0.01% 335
2025
Q4 		$588K Hold
9,780
– – 0.01% 369
2025
Q3 		$620K Hold
9,780
– – 0.01% 367
2025
Q2 		$614K Sell
9,780
-376
-4% -$22.2K 0.01% 360
2025
Q1 		$607K Sell
10,156
-175
-2% -$10K 0.01% 326
2024
Q4 		$559K Buy
10,331
+285
+3% +$15.4K 0.01% 343
2024
Q3 		$459K Buy
10,046
+257
+3% +$11.3K 0.01% 366
2024
Q2 		$416K Buy
9,789
+700
+8% +$28.1K 0.01% 372
2024
Q1 		$354K Sell
9,089
-106,853
-92% -$3.8M 0.01% 380
2023
Q4 		$4.04M Buy
115,942
+2,499
+2% +$87.7K 0.08% 160
2023
Q3 		$3.7M Hold
113,443
– – 0.08% 161
2023
Q2 		$3.7M Buy
113,443
+104,105
+1,115% +$3.12M 0.08% 161
2023
Q1 		$279K Sell
9,338
-155
-2% -$4.79K 0.01% 384
2022
Q4 		$312K Buy
9,493
+155
+2% +$5.05K 0.01% 369
2022
Q3 		$267K Sell
9,338
-227
-2% -$7.39K 0.01% 383
2022
Q2 		$299K Buy
9,565
+227
+2% +$7.84K 0.01% 381
2022
Q1 		$312K Buy
+9,338
New +$285K 0.01% 404
2016
Q1 		– Sell
-15,800
Closed -$406K – 344
2015
Q4 		$406K Hold
15,800
– – 0.02% 258
2015
Q3 		$582K Sell
15,800
-867
-5% -$43.2K 0.03% 226
2015
Q2 		$957K Buy
16,667
+122
+0.7% +$6.29K 0.04% 201
2015
Q1 		$837K Sell
16,545
-700
-4% -$32.5K 0.04% 213
2014
Q4 		$775K Buy
17,245
+500
+3% +$25.6K 0.04% 213
2014
Q3 		$927K Buy
+16,745
New +$962K 0.04% 202

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

Bradley Foster & Sargent's WMB Position: Q2 2026 in Review

Bradley Foster & Sargent increased its Williams Companies (WMB) stake by 3.3% in Q2 2026, buying an estimated $24.1K and bringing the position to 10,107 shares worth $751K. The position accounts for 0.01% of the portfolio, ranked #343.

Bradley Foster & Sargent first reported a position in WMB in Q3 2014 and has held it in 24 quarters since. The position peaked at $4.04M in Q4 2023. 1,830 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Bradley Foster & Sargent held 10,107 shares of Williams Companies worth $751K as of Q2 2026.
  • Bradley Foster & Sargent bought 327 Williams Companies shares in Q2 2026, an estimated $24.1K.
  • Williams Companies made up 0.01% of Bradley Foster & Sargent's portfolio in Q2 2026, its #343 holding.
  • Bradley Foster & Sargent first reported a position in Williams Companies in Q3 2014 and has held it in 24 quarters since.
  • Bradley Foster & Sargent's Williams Companies position peaked at $4.04M in Q4 2023.
  • 1,830 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Bradley Foster & Sargent's 13F filing for Q2 2026, filed 14 Aug 2026.