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Dunhill Financial’s Williams Companies WMB Stock Holding History

Dunhill Financial’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 		$18.5K Buy
248
+11
+5% +$809 ﹤0.01% 483
2026
Q1 		$17.3K Sell
237
-1
-0.4% -$69 ﹤0.01% 453
2025
Q4 		$14.3K Buy
238
+12
+5% +$726 ﹤0.01% 437
2025
Q3 		$14.3K Hold
226
– – ﹤0.01% 407
2025
Q2 		$14.2K Buy
226
+2
+0.9% +$118 ﹤0.01% 385
2025
Q1 		$13.4K Buy
224
+33
+17% +$1.89K 0.01% 360
2024
Q4 		$10.3K Buy
191
+5
+3% +$269 ﹤0.01% 377
2024
Q3 		$8.48K Buy
186
+126
+210% +$5.54K ﹤0.01% 425
2024
Q2 		$2.56K Buy
60
+23
+62% +$923 ﹤0.01% 524
2024
Q1 		$1.45K Sell
37
-42
-53% -$1.49K ﹤0.01% 571
2023
Q4 		$2.77K Buy
+79
New +$2.77K ﹤0.01% 389

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

Dunhill Financial's WMB Position: Q2 2026 in Review

Dunhill Financial increased its Williams Companies (WMB) stake by 4.6% in Q2 2026, buying an estimated $809 and bringing the position to 248 shares worth $18.5K. The position accounts for ﹤0.01% of the portfolio, ranked #483.

Dunhill Financial first reported a position in WMB in Q4 2023 and has held it in 11 quarters since. 1,820 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Dunhill Financial held 248 shares of Williams Companies worth $18.5K as of Q2 2026.
  • Dunhill Financial bought 11 Williams Companies shares in Q2 2026, an estimated $809.
  • Williams Companies made up ﹤0.01% of Dunhill Financial's portfolio in Q2 2026, its #483 holding.
  • Dunhill Financial first reported a position in Williams Companies in Q4 2023 and has held it in 11 quarters since.
  • 1,820 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Dunhill Financial's 13F filing for Q2 2026, filed 7 Aug 2026.