EF
WMB icon

Empowered Funds’s Williams Companies WMB Stock Holding History

Empowered Funds’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 		$12.4M Sell
166,568
-12,753
-7% -$939K 0.07% 335
2026
Q1 		$13.1M Buy
+179,321
New +$12.4M 0.08% 272
2025
Q4 		– Sell
-51,988
Closed -$3.29M – 1924
2025
Q3 		$3.29M Sell
51,988
-93,444
-64% -$5.48M 0.03% 659
2025
Q2 		$9.13M Buy
145,432
+11,728
+9% +$692K 0.1% 228
2025
Q1 		$7.99M Buy
133,704
+102,411
+327% +$5.86M 0.11% 221
2024
Q4 		$1.69M Sell
31,293
-48,254
-61% -$2.6M 0.02% 793
2024
Q3 		$3.63M Sell
79,547
-8,975
-10% -$395K 0.06% 464
2024
Q2 		$3.76M Sell
88,522
-161,972
-65% -$6.5M 0.07% 406
2024
Q1 		$9.76M Sell
250,494
-25,903
-9% -$920K 0.18% 127
2023
Q4 		$9.63M Sell
276,397
-12,634
-4% -$443K 0.24% 72
2023
Q3 		$9.74M Buy
289,031
+2,456
+0.9% +$83.8K 0.29% 52
2023
Q2 		$9.35M Buy
286,575
+9,923
+4% +$298K 0.33% 41
2023
Q1 		$8.26M Buy
+276,652
New +$8.55M 0.49% 39
2022
Q4 		– Sell
-309,344
Closed -$10.1M – 597
2022
Q3 		$8.86M Buy
309,344
+280,594
+976% +$9.14M 0.86% 22
2022
Q2 		$897K Sell
28,750
-111
-0.4% -$3.83K 0.12% 181
2022
Q1 		$965K Buy
+28,861
New +$882K 0.11% 191

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

Empowered Funds's WMB Position: Q2 2026 in Review

Empowered Funds reduced its Williams Companies (WMB) stake by 7.1% in Q2 2026, selling an estimated $939K and leaving 166,568 shares worth $12.4M. The position accounts for 0.07% of the portfolio, ranked #335.

Empowered Funds first reported a position in WMB in Q1 2022 and has held it in 16 quarters since. The position peaked at $13.1M in Q1 2026. 1,826 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Empowered Funds held 166,568 shares of Williams Companies worth $12.4M as of Q2 2026.
  • Empowered Funds sold 12,753 Williams Companies shares in Q2 2026, an estimated $939K.
  • Williams Companies made up 0.07% of Empowered Funds's portfolio in Q2 2026, its #335 holding.
  • Empowered Funds first reported a position in Williams Companies in Q1 2022 and has held it in 16 quarters since.
  • Empowered Funds's Williams Companies position peaked at $13.1M in Q1 2026.
  • 1,826 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.