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Choate Investment Advisors’s Williams Companies WMB Stock Holding History

Choate 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 		$2.59M Sell
34,837
-77
-0.2% -$5.67K 0.05% 149
2026
Q1 		$2.54M Buy
34,914
+163
+0.5% +$11.3K 0.05% 144
2025
Q4 		$2.09M Buy
+34,751
New +$2.1M 0.04% 152

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

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

Choate Investment Advisors reduced its Williams Companies (WMB) stake by 0.22% in Q2 2026, selling an estimated $5.67K and leaving 34,837 shares worth $2.59M. The position accounts for 0.05% of the portfolio, ranked #149.

Choate Investment Advisors first reported a position in WMB in Q4 2025 and has held it in 3 quarters since. 1,827 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Choate Investment Advisors held 34,837 shares of Williams Companies worth $2.59M as of Q2 2026.
  • Choate Investment Advisors sold 77 Williams Companies shares in Q2 2026, an estimated $5.67K.
  • Williams Companies made up 0.05% of Choate Investment Advisors's portfolio in Q2 2026, its #149 holding.
  • Choate Investment Advisors first reported a position in Williams Companies in Q4 2025 and has held it in 3 quarters since.
  • 1,827 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.