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Caerus Investment Advisors’s Williams Companies WMB Stock Holding History

Caerus Investment 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 		$347K Sell
4,667
-15
-0.3% -$1.1K 0.12% 167
2026
Q1 		$341K Sell
4,682
-2,411
-34% -$167K 0.14% 147
2025
Q4 		$426K Sell
7,093
-3,312
-32% -$200K 0.14% 167
2025
Q3 		$659K Buy
+10,405
New +$611K 0.27% 78

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

Caerus Investment Advisors's WMB Position: Q2 2026 in Review

Caerus Investment Advisors reduced its Williams Companies (WMB) stake by 0.32% in Q2 2026, selling an estimated $1.1K and leaving 4,667 shares worth $347K. The position accounts for 0.12% of the portfolio, ranked #167.

Caerus Investment Advisors first reported a position in WMB in Q3 2025 and has held it in 4 quarters since. The position peaked at $659K in Q3 2025. 1,832 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Caerus Investment Advisors held 4,667 shares of Williams Companies worth $347K as of Q2 2026.
  • Caerus Investment Advisors sold 15 Williams Companies shares in Q2 2026, an estimated $1.1K.
  • Williams Companies made up 0.12% of Caerus Investment Advisors's portfolio in Q2 2026, its #167 holding.
  • Caerus Investment Advisors first reported a position in Williams Companies in Q3 2025 and has held it in 4 quarters since.
  • Caerus Investment Advisors's Williams Companies position peaked at $659K in Q3 2025.
  • 1,832 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.