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Bridgelight Financial Advisors’s Williams Companies WMB Stock Holding History

Bridgelight 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 		$1.06M Sell
14,303
-383
-3% -$28.2K 0.73% 21
2026
Q1 		$1.07M Buy
14,686
+431
+3% +$29.8K 0.91% 15
2025
Q4 		$857K Buy
+14,255
New +$862K 0.73% 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

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

Bridgelight Financial Advisors reduced its Williams Companies (WMB) stake by 2.6% in Q2 2026, selling an estimated $28.2K and leaving 14,303 shares worth $1.06M. The position accounts for 0.73% of the portfolio, ranked #21.

Bridgelight Financial Advisors first reported a position in WMB in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.07M in Q1 2026. 1,819 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Bridgelight Financial Advisors held 14,303 shares of Williams Companies worth $1.06M as of Q2 2026.
  • Bridgelight Financial Advisors sold 383 Williams Companies shares in Q2 2026, an estimated $28.2K.
  • Williams Companies made up 0.73% of Bridgelight Financial Advisors's portfolio in Q2 2026, its #21 holding.
  • Bridgelight Financial Advisors first reported a position in Williams Companies in Q4 2025 and has held it in 3 quarters since.
  • Bridgelight Financial Advisors's Williams Companies position peaked at $1.07M in Q1 2026.
  • 1,819 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Bridgelight Financial Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.