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Cassaday & Co Wealth Management’s Williams Companies WMB Stock Holding History

Cassaday & Co 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 		$219K Sell
2,947
-7
-0.2% -$515 ﹤0.01% 345
2026
Q1 		$215K Buy
+2,954
New +$205K ﹤0.01% 330

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

Cassaday & Co Wealth Management's WMB Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its Williams Companies (WMB) stake by 0.24% in Q2 2026, selling an estimated $515 and leaving 2,947 shares worth $219K. The position accounts for ﹤0.01% of the portfolio, ranked #345.

Cassaday & Co Wealth Management first reported a position in WMB in Q1 2026 and has held it in 2 quarters since. 1,821 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Cassaday & Co Wealth Management held 2,947 shares of Williams Companies worth $219K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 7 Williams Companies shares in Q2 2026, an estimated $515.
  • Williams Companies made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #345 holding.
  • Cassaday & Co Wealth Management first reported a position in Williams Companies in Q1 2026 and has held it in 2 quarters since.
  • 1,821 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.