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Buckingham Strategic Wealth’s Williams Companies WMB Stock Holding History

Buckingham Strategic 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
2024
Q2 		$724K Buy
17,036
+3,377
+25% +$135K 0.01% 391
2024
Q1 		$532K Buy
13,659
+4,201
+44% +$149K 0.01% 445
2023
Q4 		$329K Sell
9,458
-6,973
-42% -$245K ﹤0.01% 548
2023
Q3 		$554K Buy
16,431
+5,991
+57% +$204K 0.01% 398
2023
Q2 		$341K Sell
10,440
-387
-4% -$11.6K ﹤0.01% 506
2023
Q1 		$356K Hold
10,827
– – 0.01% 454
2022
Q4 		$356K Buy
10,827
+2,939
+37% +$95.7K 0.01% 456
2022
Q3 		$226K Buy
+7,888
New +$257K ﹤0.01% 525
2015
Q3 		– Sell
-4,401
Closed -$253K – 235
2015
Q2 		$253K Buy
4,401
+80
+2% +$4.12K 0.08% 181
2015
Q1 		$219K Sell
4,321
-200
-4% -$9.27K 0.08% 193
2014
Q4 		$203K Buy
4,521
+51
+1% +$2.61K 0.08% 191
2014
Q3 		$247K Buy
4,470
+48
+1% +$2.76K 0.1% 140
2014
Q2 		$257K Buy
+4,422
New +$205K 0.11% 134

Other funds holding WMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Buckingham Strategic Wealth's WMB Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Williams Companies (WMB) stake by 25% in Q2 2024, buying an estimated $135K and bringing the position to 17,036 shares worth $724K. The position accounts for 0.01% of the portfolio, ranked #391.

Buckingham Strategic Wealth first reported a position in WMB in Q2 2014 and has held it in 13 quarters since. 1,309 funds tracked by Wall St. Rank hold WMB as of Q2 2024.

  • Buckingham Strategic Wealth held 17,036 shares of Williams Companies worth $724K as of Q2 2024.
  • Buckingham Strategic Wealth bought 3,377 Williams Companies shares in Q2 2024, an estimated $135K.
  • Williams Companies made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #391 holding.
  • Buckingham Strategic Wealth first reported a position in Williams Companies in Q2 2014 and has held it in 13 quarters since.
  • 1,309 funds tracked by Wall St. Rank held Williams Companies as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.