Empirical Asset Management’s Williams Companies WMB Stock Holding History

Empirical Asset 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	–	Sell	-5,065	Closed	-$369K	–	500
2026 Q1	$369K	Buy	+5,065	New	+$351K	0.1%	259
2025 Q1	–	Sell	-80,193	Closed	-$109K	–	471
2024 Q4	$109K	Buy	80,193 +68,933	+612%	+$3.71M	0.04%	336
2024 Q3	$35.2K	Buy	11,260 +304	+3%	+$13.4K	0.01%	297
2024 Q2	$20.5K	Buy	+10,956	New	+$439K	0.01%	343

Other funds holding WMB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Empirical Asset Management's WMB Position: Q2 2026 in Review

Empirical Asset Management sold out of Williams Companies (WMB) in Q2 2026, closing a stake of 5,065 shares — an estimated $369K sold.

Empirical Asset Management first reported a position in WMB in Q2 2024 and held it in 4 quarters. The position peaked at $369K in Q1 2026. 1,835 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Empirical Asset Management reported no remaining Williams Companies position as of Q2 2026 after selling out during the quarter.
Empirical Asset Management sold 5,065 Williams Companies shares in Q2 2026, an estimated $369K.
Empirical Asset Management first reported a position in Williams Companies in Q2 2024 and held it in 4 quarters.
Empirical Asset Management's Williams Companies position peaked at $369K in Q1 2026.
1,835 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Empirical Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.