Carl Stuart Investment Advisor’s Williams Companies WMB Stock Holding History

Carl Stuart Investment Advisor’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	$320K	Buy	+4,300	New	+$316K	0.13%	18

Other funds holding WMB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Carl Stuart Investment Advisor's WMB Position: Q2 2026 in Review

Carl Stuart Investment Advisor opened a new position in Williams Companies (WMB) in Q2 2026: 4,300 shares worth $320K. The stake represents 0.13% of the portfolio and ranks #18 among its holdings.

1,084 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Carl Stuart Investment Advisor held 4,300 shares of Williams Companies worth $320K as of Q2 2026.
Williams Companies was a new Carl Stuart Investment Advisor position in Q2 2026.
Williams Companies made up 0.13% of Carl Stuart Investment Advisor's portfolio in Q2 2026, its #18 holding.
1,084 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Carl Stuart Investment Advisor's 13F filing for Q2 2026, filed 6 Aug 2026.