Delos Wealth Advisors’s Williams Companies WMB Stock Holding History

Delos Wealth 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	$53.7K	Buy	+722	New	+$53.1K	0.03%	122
2023 Q4	–	Sell	-400	Closed	-$13.8K	–	384
2023 Q3	$13.8K	Hold	400	–	–	0.02%	125
2023 Q2	$13.1K	Hold	400	–	–	0.02%	123
2023 Q1	$11.9K	Hold	400	–	–	0.02%	125
2022 Q4	$13.2K	Hold	400	–	–	0.02%	126
2022 Q3	$11K	Hold	400	–	–	0.01%	133
2022 Q2	$12K	Hold	400	–	–	0.01%	130
2022 Q1	$13K	Hold	400	–	–	0.01%	152
2021 Q4	$10K	Buy	+400	New	+$11.1K	0.01%	221

Other funds holding WMB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Delos Wealth Advisors's WMB Position: Q2 2026 in Review

Delos Wealth Advisors opened a new position in Williams Companies (WMB) in Q2 2026: 722 shares worth $53.7K. The stake represents 0.03% of the portfolio and ranks #122 among its holdings. This is a return to the name: Delos Wealth Advisors previously reported a position in WMB as recently as Q3 2023.

Delos Wealth Advisors first reported a position in WMB in Q4 2021 and has held it in 9 quarters since. 1,830 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Delos Wealth Advisors held 722 shares of Williams Companies worth $53.7K as of Q2 2026.
Williams Companies was a new Delos Wealth Advisors position in Q2 2026.
Williams Companies made up 0.03% of Delos Wealth Advisors's portfolio in Q2 2026, its #122 holding.
Delos Wealth Advisors first reported a position in Williams Companies in Q4 2021 and has held it in 9 quarters since.
1,830 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Delos Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.