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Carson Advisory’s Williams Companies WMB Stock Holding History

Carson Advisory’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 		$222K Buy
2,984
+47
+2% +$3.46K 0.1% 190
2026
Q1 		$214K Buy
+2,937
New +$203K 0.11% 176
2024
Q4 		– Sell
-16,975
Closed -$775K – 183
2024
Q3 		$775K Buy
16,975
+114
+0.7% +$5.01K 0.49% 62
2024
Q2 		$717K Buy
16,861
+110
+0.7% +$4.41K 0.5% 62
2024
Q1 		$653K Buy
16,751
+84
+0.5% +$2.98K 0.46% 72
2023
Q4 		$581K Sell
16,667
-2,393
-13% -$84K 0.45% 72
2023
Q3 		$642K Sell
19,060
-3,345
-15% -$114K 0.56% 57
2023
Q2 		$731K Buy
22,405
+536
+2% +$16.1K 0.62% 50
2023
Q1 		$653K Buy
21,869
+14,693
+205% +$454K 0.58% 56
2022
Q4 		$236K Buy
+7,176
New +$234K 0.23% 110

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

Carson Advisory's WMB Position: Q2 2026 in Review

Carson Advisory increased its Williams Companies (WMB) stake by 1.6% in Q2 2026, buying an estimated $3.46K and bringing the position to 2,984 shares worth $222K. The position accounts for 0.1% of the portfolio, ranked #190.

Carson Advisory first reported a position in WMB in Q4 2022 and has held it in 10 quarters since. The position peaked at $775K in Q3 2024. 1,821 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Carson Advisory held 2,984 shares of Williams Companies worth $222K as of Q2 2026.
  • Carson Advisory bought 47 Williams Companies shares in Q2 2026, an estimated $3.46K.
  • Williams Companies made up 0.1% of Carson Advisory's portfolio in Q2 2026, its #190 holding.
  • Carson Advisory first reported a position in Williams Companies in Q4 2022 and has held it in 10 quarters since.
  • Carson Advisory's Williams Companies position peaked at $775K in Q3 2024.
  • 1,821 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Carson Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.