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Burke & Herbert Bank & Trust’s Williams Companies WMB Stock Holding History

Burke & Herbert Bank & Trust’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 		$361K Hold
4,855
– – 0.09% 180
2026
Q1 		$353K Hold
4,855
– – 0.1% 171
2025
Q4 		$292K Hold
4,855
– – 0.08% 185
2025
Q3 		$308K Hold
4,855
– – 0.07% 193
2025
Q2 		$305K Buy
+4,855
New +$287K 0.07% 192

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

Burke & Herbert Bank & Trust's WMB Position: Q2 2026 in Review

Burke & Herbert Bank & Trust held its Williams Companies (WMB) position steady in Q2 2026 at 4,855 shares worth $361K. The position accounts for 0.09% of the portfolio, ranked #180.

Burke & Herbert Bank & Trust first reported a position in WMB in Q2 2025 and has held it in 5 quarters since. 1,827 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Burke & Herbert Bank & Trust held 4,855 shares of Williams Companies worth $361K as of Q2 2026.
  • Burke & Herbert Bank & Trust left its Williams Companies share count unchanged in Q2 2026.
  • Williams Companies made up 0.09% of Burke & Herbert Bank & Trust's portfolio in Q2 2026, its #180 holding.
  • Burke & Herbert Bank & Trust first reported a position in Williams Companies in Q2 2025 and has held it in 5 quarters since.
  • 1,827 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Burke & Herbert Bank & Trust's 13F filing for Q2 2026, filed 7 Aug 2026.