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Concurrent Investment Advisors’s Williams Companies WMB Stock Holding History

Concurrent 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 		$3.5M Buy
47,087
+3,273
+7% +$241K 0.03% 535
2026
Q1 		$3.19M Buy
43,814
+1,951
+5% +$135K 0.03% 473
2025
Q4 		$2.52M Buy
41,863
+5,162
+14% +$312K 0.03% 503
2025
Q3 		$2.33M Sell
36,701
-3,545
-9% -$208K 0.04% 425
2025
Q2 		$2.53M Buy
40,246
+7,464
+23% +$441K 0.05% 373
2025
Q1 		$1.96M Buy
32,782
+2,315
+8% +$133K 0.05% 369
2024
Q4 		$1.65M Buy
30,467
+1,918
+7% +$103K 0.04% 372
2024
Q3 		$1.3M Buy
28,549
+10,374
+57% +$456K 0.04% 412
2024
Q2 		$772K Buy
18,175
+5,448
+43% +$219K 0.03% 493
2024
Q1 		$496K Buy
12,727
+140
+1% +$4.97K 0.02% 553
2023
Q4 		$438K Buy
+12,587
New +$442K 0.02% 523

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 $3.38T AUM 44.17% 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

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

Concurrent Investment Advisors increased its Williams Companies (WMB) stake by 7.5% in Q2 2026, buying an estimated $241K and bringing the position to 47,087 shares worth $3.5M. The position accounts for 0.03% of the portfolio, ranked #535.

Concurrent Investment Advisors first reported a position in WMB in Q4 2023 and has held it in 11 quarters since. 1,835 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Concurrent Investment Advisors held 47,087 shares of Williams Companies worth $3.5M as of Q2 2026.
  • Concurrent Investment Advisors bought 3,273 Williams Companies shares in Q2 2026, an estimated $241K.
  • Williams Companies made up 0.03% of Concurrent Investment Advisors's portfolio in Q2 2026, its #535 holding.
  • Concurrent Investment Advisors first reported a position in Williams Companies in Q4 2023 and has held it in 11 quarters since.
  • 1,835 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.