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Bruce G. Allen Investments’s Williams Companies WMB Stock Holding History

Bruce G. Allen Investments’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 		$35.4K Hold
476
– – 0.02% 329
2026
Q1 		$34.6K Sell
476
-615
-56% -$42.6K 0.02% 328
2025
Q4 		$65.6K Sell
1,091
-86
-7% -$5.2K 0.04% 222
2025
Q3 		$74.6K Sell
1,177
-68
-5% -$3.99K 0.05% 202
2025
Q2 		$78.2K Buy
1,245
+70
+6% +$4.13K 0.06% 191
2025
Q1 		$70.2K Sell
1,175
-129
-10% -$7.38K 0.06% 190
2024
Q4 		$70.6K Sell
1,304
-911
-41% -$49.1K 0.06% 200
2024
Q3 		$101K Sell
2,215
-42
-2% -$1.85K 0.08% 154
2024
Q2 		$95.9K Sell
2,257
-325
-13% -$13K 0.08% 153
2024
Q1 		$101K Sell
2,582
-204
-7% -$7.25K 0.08% 156
2023
Q4 		$97K Buy
+2,786
New +$97.8K 0.09% 157

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 $3.38T AUM 44.17% 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

Bruce G. Allen Investments's WMB Position: Q2 2026 in Review

Bruce G. Allen Investments held its Williams Companies (WMB) position steady in Q2 2026 at 476 shares worth $35.4K. The position accounts for 0.02% of the portfolio, ranked #329.

Bruce G. Allen Investments first reported a position in WMB in Q4 2023 and has held it in 11 quarters since. The position peaked at $101K in Q3 2024. 1,835 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Bruce G. Allen Investments held 476 shares of Williams Companies worth $35.4K as of Q2 2026.
  • Bruce G. Allen Investments left its Williams Companies share count unchanged in Q2 2026.
  • Williams Companies made up 0.02% of Bruce G. Allen Investments's portfolio in Q2 2026, its #329 holding.
  • Bruce G. Allen Investments first reported a position in Williams Companies in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's Williams Companies position peaked at $101K in Q3 2024.
  • 1,835 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.