DWM
WMB icon

Drive Wealth Management’s Williams Companies WMB Stock Holding History

Drive 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 		$320K Buy
4,303
+310
+8% +$22.8K 0.06% 290
2026
Q1 		$291K Buy
3,993
+97
+2% +$6.72K 0.06% 259
2025
Q4 		$234K Buy
3,896
+63
+2% +$3.81K 0.05% 325
2025
Q3 		$243K Buy
3,833
+27
+0.7% +$1.58K 0.05% 286
2025
Q2 		$239K Buy
3,806
+77
+2% +$4.55K 0.05% 281
2025
Q1 		$223K Sell
3,729
-91
-2% -$5.21K 0.05% 276
2024
Q4 		$207K Buy
+3,820
New +$206K 0.05% 306
2024
Q1 		– Sell
-6,796
Closed -$237K – 342
2023
Q4 		$237K Sell
6,796
-4,986
-42% -$175K 0.08% 245
2023
Q3 		$397K Sell
11,782
-5,244
-31% -$179K 0.14% 135
2023
Q2 		$555K Sell
17,026
-2,921
-15% -$87.7K 0.21% 106
2023
Q1 		$596K Sell
19,947
-2,093
-9% -$64.7K 0.25% 97
2022
Q4 		$725K Buy
22,040
+13,015
+144% +$424K 0.36% 65
2022
Q3 		$258K Sell
9,025
-2,982
-25% -$97.2K 0.25% 118
2022
Q2 		$375K Buy
12,007
+173
+1% +$5.97K 0.34% 87
2022
Q1 		$395K Buy
11,834
+2,222
+23% +$67.9K 0.33% 83
2021
Q4 		$250K Buy
+9,612
New +$266K 0.22% 119

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

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

Drive Wealth Management increased its Williams Companies (WMB) stake by 7.8% in Q2 2026, buying an estimated $22.8K and bringing the position to 4,303 shares worth $320K. The position accounts for 0.06% of the portfolio, ranked #290.

Drive Wealth Management first reported a position in WMB in Q4 2021 and has held it in 16 quarters since. The position peaked at $725K in Q4 2022. 1,827 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Drive Wealth Management held 4,303 shares of Williams Companies worth $320K as of Q2 2026.
  • Drive Wealth Management bought 310 Williams Companies shares in Q2 2026, an estimated $22.8K.
  • Williams Companies made up 0.06% of Drive Wealth Management's portfolio in Q2 2026, its #290 holding.
  • Drive Wealth Management first reported a position in Williams Companies in Q4 2021 and has held it in 16 quarters since.
  • Drive Wealth Management's Williams Companies position peaked at $725K in Q4 2022.
  • 1,827 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

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