DLA
WMB icon

Douglas Lane & Associates’s Williams Companies WMB Stock Holding History

Douglas Lane & Associates’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 		$630K Buy
8,479
+1,537
+22% +$113K 0.01% 175
2026
Q1 		$505K Sell
6,942
-20
-0.3% -$1.39K 0.01% 182
2025
Q4 		$418K Hold
6,962
– – 0.01% 188
2025
Q3 		$441K Buy
6,962
+20
+0.3% +$1.17K 0.01% 185
2025
Q2 		$436K Hold
6,942
– – 0.01% 187
2025
Q1 		$415K Buy
+6,942
New +$397K 0.01% 192

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

Douglas Lane & Associates's WMB Position: Q2 2026 in Review

Douglas Lane & Associates increased its Williams Companies (WMB) stake by 22% in Q2 2026, buying an estimated $113K and bringing the position to 8,479 shares worth $630K. The position accounts for 0.01% of the portfolio, ranked #175.

Douglas Lane & Associates first reported a position in WMB in Q1 2025 and has held it in 6 quarters since. 1,827 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Douglas Lane & Associates held 8,479 shares of Williams Companies worth $630K as of Q2 2026.
  • Douglas Lane & Associates bought 1,537 Williams Companies shares in Q2 2026, an estimated $113K.
  • Williams Companies made up 0.01% of Douglas Lane & Associates's portfolio in Q2 2026, its #175 holding.
  • Douglas Lane & Associates first reported a position in Williams Companies in Q1 2025 and has held it in 6 quarters since.
  • 1,827 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Douglas Lane & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.