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Confluence Wealth Services’s Williams Companies WMB Stock Holding History

Confluence Wealth Services’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 		$605K Buy
8,138
+918
+13% +$67.6K 0.02% 299
2026
Q1 		$525K Buy
7,220
+9
+0.1% +$623 0.02% 256
2025
Q4 		$433K Buy
7,211
+11
+0.2% +$665 0.02% 271
2025
Q3 		$456K Buy
7,200
+10
+0.1% +$587 0.02% 258
2025
Q2 		$452K Buy
7,190
+11
+0.2% +$649 0.02% 257
2025
Q1 		$420K Buy
7,179
+11
+0.2% +$630 0.03% 248
2024
Q4 		$426K Buy
7,168
+177
+3% +$9.54K 0.03% 239
2024
Q3 		$319K Sell
6,991
-3
-0% -$132 0.02% 271
2024
Q2 		$297K Sell
6,994
-124
-2% -$4.97K 0.02% 296
2024
Q1 		$277K Buy
7,118
+170
+2% +$6.04K 0.02% 278
2023
Q4 		$242K Buy
6,948
+16
+0.2% +$562 0.03% 264
2023
Q3 		$234K Buy
6,932
+16
+0.2% +$546 0.05% 237
2023
Q2 		$226K Buy
6,916
+37
+0.5% +$1.11K 0.05% 248
2023
Q1 		$205K Buy
6,879
+518
+8% +$16K 0.05% 254
2022
Q4 		$209K Buy
+6,361
New +$207K 0.05% 223
2022
Q3 		– Sell
-5,994
Closed -$203K – 276
2022
Q2 		$203K Buy
+5,994
New +$207K 0.09% 257
2022
Q1 		– Sell
-5,884
Closed -$153K – 1175
2021
Q4 		$153K Buy
+5,884
New +$163K 0.05% 257

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

Confluence Wealth Services's WMB Position: Q2 2026 in Review

Confluence Wealth Services increased its Williams Companies (WMB) stake by 13% in Q2 2026, buying an estimated $67.6K and bringing the position to 8,138 shares worth $605K. The position accounts for 0.02% of the portfolio, ranked #299.

Confluence Wealth Services first reported a position in WMB in Q4 2021 and has held it in 17 quarters since. 1,824 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Confluence Wealth Services held 8,138 shares of Williams Companies worth $605K as of Q2 2026.
  • Confluence Wealth Services bought 918 Williams Companies shares in Q2 2026, an estimated $67.6K.
  • Williams Companies made up 0.02% of Confluence Wealth Services's portfolio in Q2 2026, its #299 holding.
  • Confluence Wealth Services first reported a position in Williams Companies in Q4 2021 and has held it in 17 quarters since.
  • 1,824 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.