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Clearstead Advisors’s Williams Companies WMB Stock Holding History

Clearstead 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 		$1.92M Buy
25,766
+1,909
+8% +$140K 0.02% 392
2026
Q1 		$1.74M Buy
23,857
+7,216
+43% +$500K 0.02% 395
2025
Q4 		$1M Buy
16,641
+1,776
+12% +$107K 0.01% 478
2025
Q3 		$942K Buy
14,865
+320
+2% +$18.8K 0.01% 485
2025
Q2 		$914K Buy
14,545
+2,964
+26% +$175K 0.01% 469
2025
Q1 		$692K Sell
11,581
-779
-6% -$44.6K 0.01% 493
2024
Q4 		$669K Buy
12,360
+266
+2% +$14.3K 0.01% 495
2024
Q3 		$552K Buy
12,094
+230
+2% +$10.1K 0.01% 547
2024
Q2 		$504K Buy
11,864
+9,433
+388% +$378K 0.01% 535
2024
Q1 		$96.4K Sell
2,431
-188
-7% -$6.68K ﹤0.01% 615
2023
Q4 		$91.2K Buy
2,619
+19
+0.7% +$667 ﹤0.01% 604
2023
Q3 		$87.6K Buy
2,600
+1,703
+190% +$58.1K 0.01% 580
2023
Q2 		$29.3K Buy
897
+573
+177% +$17.2K ﹤0.01% 835
2023
Q1 		$9.68K Sell
324
-98
-23% -$3.03K ﹤0.01% 954
2022
Q4 		$13.9K Sell
422
-609
-59% -$19.8K ﹤0.01% 866
2022
Q3 		$30K Buy
1,031
+104
+11% +$3.39K ﹤0.01% 703
2022
Q2 		$29K Buy
927
+92
+11% +$3.18K ﹤0.01% 730
2022
Q1 		$28K Buy
+835
New +$25.5K ﹤0.01% 793
2021
Q3 		– Sell
-106
Closed -$3K – 1407
2021
Q2 		$3K Buy
+106
New +$2.71K ﹤0.01% 995
2019
Q3 		– Sell
-8,112
Closed -$227K – 276
2019
Q2 		$227K Sell
8,112
-2,550
-24% -$70.9K 0.03% 251
2019
Q1 		$306K Buy
10,662
+938
+10% +$25.1K 0.04% 207
2018
Q4 		$214K Buy
+9,724
New +$243K 0.03% 234

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

Clearstead Advisors's WMB Position: Q2 2026 in Review

Clearstead Advisors increased its Williams Companies (WMB) stake by 8% in Q2 2026, buying an estimated $140K and bringing the position to 25,766 shares worth $1.92M. The position accounts for 0.02% of the portfolio, ranked #392.

Clearstead Advisors first reported a position in WMB in Q4 2018 and has held it in 22 quarters since. 1,830 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Clearstead Advisors held 25,766 shares of Williams Companies worth $1.92M as of Q2 2026.
  • Clearstead Advisors bought 1,909 Williams Companies shares in Q2 2026, an estimated $140K.
  • Williams Companies made up 0.02% of Clearstead Advisors's portfolio in Q2 2026, its #392 holding.
  • Clearstead Advisors first reported a position in Williams Companies in Q4 2018 and has held it in 22 quarters since.
  • 1,830 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.