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Buckley Wealth Management’s Williams Companies WMB Stock Holding History

Buckley Wealth Management’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 		$1.66M Sell
22,265
-1,220
-5% -$89.8K 0.41% 47
2026
Q1 		$1.71M Buy
23,485
+10
+0% +$692 0.44% 39
2025
Q4 		$1.41M Sell
23,475
-500
-2% -$30.2K 0.37% 49
2025
Q3 		$1.52M Sell
23,975
-165
-0.7% -$9.68K 0.42% 42
2025
Q2 		$1.52M Sell
24,140
-80
-0.3% -$4.72K 0.45% 38
2025
Q1 		$1.45M Sell
24,220
-4,065
-14% -$233K 0.45% 39
2024
Q4 		$1.53M Sell
28,285
-1,845
-6% -$99.4K 0.47% 36
2024
Q3 		$1.38M Buy
30,130
+85
+0.3% +$3.74K 0.42% 44
2024
Q2 		$1.28M Buy
30,045
+90
+0.3% +$3.61K 0.4% 38
2024
Q1 		$1.17M Sell
29,955
-310
-1% -$11K 0.37% 48
2023
Q4 		$1.05M Sell
30,265
-600
-2% -$21.1K 0.37% 48
2023
Q3 		$1.04M Buy
30,865
+300
+1% +$10.2K 0.39% 41
2023
Q2 		$997K Buy
30,565
+2,640
+9% +$79.2K 0.34% 54
2023
Q1 		$834K Sell
27,925
-985
-3% -$30.4K 0.31% 62
2022
Q4 		$951K Sell
28,910
-180
-0.6% -$5.86K 0.35% 47
2022
Q3 		$833K Sell
29,090
-3,342
-10% -$109K 0.31% 53
2022
Q2 		$1.01M Buy
+32,432
New +$1.12M 0.33% 54

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

Buckley Wealth Management's WMB Position: Q2 2026 in Review

Buckley Wealth Management reduced its Williams Companies (WMB) stake by 5.2% in Q2 2026, selling an estimated $89.8K and leaving 22,265 shares worth $1.66M. The position accounts for 0.41% of the portfolio, ranked #47.

Buckley Wealth Management first reported a position in WMB in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.71M in Q1 2026. 1,819 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Buckley Wealth Management held 22,265 shares of Williams Companies worth $1.66M as of Q2 2026.
  • Buckley Wealth Management sold 1,220 Williams Companies shares in Q2 2026, an estimated $89.8K.
  • Williams Companies made up 0.41% of Buckley Wealth Management's portfolio in Q2 2026, its #47 holding.
  • Buckley Wealth Management first reported a position in Williams Companies in Q2 2022 and has held it in 17 quarters since.
  • Buckley Wealth Management's Williams Companies position peaked at $1.71M in Q1 2026.
  • 1,819 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Buckley Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.