Brendel Financial Advisors’s Williams Companies WMB Stock Holding History

Brendel Financial 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	$261K	Sell	3,516 -830	-19%	-$61.1K	0.12%	84
2026 Q1	$316K	Sell	4,346 -123	-3%	-$8.52K	0.16%	71
2025 Q4	$269K	Sell	4,469 -33,953	-88%	-$2.05M	0.13%	86
2025 Q3	$2.43M	Sell	38,422 -1,877	-5%	-$110K	1.25%	41
2025 Q2	$2.53M	Buy	40,299 +1,357	+3%	+$80.1K	1.42%	36
2025 Q1	$2.33M	Sell	38,942 -7,292	-16%	-$417K	1.41%	31
2024 Q4	$2.5M	Sell	46,234 -5,693	-11%	-$307K	1.51%	30
2024 Q3	$2.37M	Buy	51,927 +419	+0.8%	+$18.4K	1.34%	33
2024 Q2	$2.19M	Buy	+51,508	New	+$2.07M	1.39%	32
2024 Q1	–	Sell	-58,367	Closed	-$2.03M	–	95
2023 Q4	$2.03M	Buy	+58,367	New	+$2.05M	1.33%	31
2023 Q2	–	Sell	-57,511	Closed	-$1.72M	–	90
2023 Q1	$1.72M	Buy	+57,511	New	+$1.78M	1.27%	37
2021 Q3	–	Sell	-84,739	Closed	-$2.25M	–	274
2021 Q2	$2.25M	Buy	+84,739	New	+$2.17M	1.24%	29

Other funds holding WMB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Brendel Financial Advisors's WMB Position: Q2 2026 in Review

Brendel Financial Advisors reduced its Williams Companies (WMB) stake by 19% in Q2 2026, selling an estimated $61.1K and leaving 3,516 shares worth $261K. The position accounts for 0.12% of the portfolio, ranked #84.

Brendel Financial Advisors first reported a position in WMB in Q2 2021 and has held it in 12 quarters since. The position peaked at $2.53M in Q2 2025. 1,833 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Brendel Financial Advisors held 3,516 shares of Williams Companies worth $261K as of Q2 2026.
Brendel Financial Advisors sold 830 Williams Companies shares in Q2 2026, an estimated $61.1K.
Williams Companies made up 0.12% of Brendel Financial Advisors's portfolio in Q2 2026, its #84 holding.
Brendel Financial Advisors first reported a position in Williams Companies in Q2 2021 and has held it in 12 quarters since.
Brendel Financial Advisors's Williams Companies position peaked at $2.53M in Q2 2025.
1,833 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Brendel Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.