DWM
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Dakota Wealth Management’s Williams Companies WMB Stock Holding History

Dakota 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 		$557K Buy
7,490
+43
+0.6% +$3.16K 0.01% 558
2026
Q1 		$542K Sell
7,447
-12,316
-62% -$853K 0.01% 526
2025
Q4 		$1.19M Buy
19,763
+761
+4% +$46K 0.02% 371
2025
Q3 		$1.2M Sell
19,002
-60,169
-76% -$3.53M 0.02% 327
2025
Q2 		$4.97M Buy
79,171
+59,338
+299% +$3.5M 0.1% 159
2025
Q1 		$1.19M Sell
19,833
-997
-5% -$57.1K 0.03% 347
2024
Q4 		$1.13M Sell
20,830
-4,570
-18% -$246K 0.03% 336
2024
Q3 		$1.16M Sell
25,400
-1,041
-4% -$45.8K 0.03% 344
2024
Q2 		$1.12M Sell
26,441
-207
-0.8% -$8.3K 0.03% 345
2024
Q1 		$1.04M Buy
+26,648
New +$947K 0.03% 361

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

Dakota Wealth Management's WMB Position: Q2 2026 in Review

Dakota Wealth Management increased its Williams Companies (WMB) stake by 0.58% in Q2 2026, buying an estimated $3.16K and bringing the position to 7,490 shares worth $557K. The position accounts for 0.01% of the portfolio, ranked #558.

Dakota Wealth Management first reported a position in WMB in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.97M in Q2 2025. 1,835 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Dakota Wealth Management held 7,490 shares of Williams Companies worth $557K as of Q2 2026.
  • Dakota Wealth Management bought 43 Williams Companies shares in Q2 2026, an estimated $3.16K.
  • Williams Companies made up 0.01% of Dakota Wealth Management's portfolio in Q2 2026, its #558 holding.
  • Dakota Wealth Management first reported a position in Williams Companies in Q1 2024 and has held it in 10 quarters since.
  • Dakota Wealth Management's Williams Companies position peaked at $4.97M in Q2 2025.
  • 1,835 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.