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Empire Financial Management Company’s Williams Companies WMB Stock Holding History

Empire Financial Management Company’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 		– Sell
-3,102
Closed -$226K – 217
2026
Q1 		$226K Buy
+3,102
New +$215K 0.05% 202

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Bank of America
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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

Empire Financial Management Company's WMB Position: Q2 2026 in Review

Empire Financial Management Company sold out of Williams Companies (WMB) in Q2 2026, closing a stake of 3,102 shares — an estimated $226K sold.

Empire Financial Management Company first reported a position in WMB in Q1 2026 and held it in 1 quarter. The position peaked at $226K in Q1 2026. 1,822 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Empire Financial Management Company reported no remaining Williams Companies position as of Q2 2026 after selling out during the quarter.
  • Empire Financial Management Company sold 3,102 Williams Companies shares in Q2 2026, an estimated $226K.
  • Empire Financial Management Company first reported a position in Williams Companies in Q1 2026 and held it in 1 quarter.
  • Empire Financial Management Company's Williams Companies position peaked at $226K in Q1 2026.
  • 1,822 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Empire Financial Management Company's 13F filing for Q2 2026, filed 14 Aug 2026.