Diversify Advisory Services’s Williams Companies WMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.52M Buy
49,777
+44,400
+826% +$3.27M 0.06% 268
2026
Q1
$394K Sell
5,377
-31,640
-85% -$2.19M 0.06% 135
2025
Q4
$2.28M Sell
37,017
-1,965
-5% -$119K 0.07% 207
2025
Q3
$2.3M Buy
38,982
+403
+1% +$23.6K 0.08% 191
2025
Q2
$2.23M Buy
38,579
+13,367
+53% +$789K 0.09% 173
2025
Q1
$1.5M Buy
25,212
+1,561
+7% +$89.4K 0.09% 153
2024
Q4
$1.31M Buy
23,651
+136
+0.6% +$7.33K 0.07% 193
2024
Q3
$1.23M Buy
23,515
+125
+0.5% +$5.5K 0.07% 224
2024
Q2
$991K Sell
23,390
-11,178
-32% -$448K 0.05% 246
2024
Q1
$1.34M Buy
+34,568
New +$1.23M 0.08% 200

Other funds holding WMB

Diversify Advisory Services's WMB Position: Q2 2026 in Review

Diversify Advisory Services increased its Williams Companies (WMB) stake by 826% in Q2 2026, buying an estimated $3.27M and bringing the position to 49,777 shares worth $3.52M. The position accounts for 0.06% of the portfolio, ranked #268.

Diversify Advisory Services first reported a position in WMB in Q1 2024 and has held it in 10 quarters since. 1,830 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Diversify Advisory Services held 49,777 shares of Williams Companies worth $3.52M as of Q2 2026.
  • Diversify Advisory Services bought 44,400 Williams Companies shares in Q2 2026, an estimated $3.27M.
  • Williams Companies made up 0.06% of Diversify Advisory Services's portfolio in Q2 2026, its #268 holding.
  • Diversify Advisory Services first reported a position in Williams Companies in Q1 2024 and has held it in 10 quarters since.
  • 1,830 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.