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EP Wealth Advisors’s Williams Companies WMB Stock Holding History

EP Wealth Advisors’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 		$1.66M Buy
22,347
+6,176
+38% +$454K 0.01% 623
2026
Q1 		$1.18M Sell
16,171
-2,186
-12% -$151K 0.01% 599
2025
Q4 		$1.1M Buy
+18,357
New +$1.11M 0.01% 596
2025
Q2 		$1.39M Buy
22,129
+2,770
+14% +$164K 0.01% 495
2025
Q1 		$1.16M Buy
19,359
+1,470
+8% +$84.1K 0.01% 469
2024
Q4 		$968K Buy
17,889
+183
+1% +$9.86K 0.01% 508
2024
Q3 		$808K Buy
17,706
+6,099
+53% +$268K 0.01% 549
2024
Q2 		$493K Buy
11,607
+1,267
+12% +$50.8K 0.01% 539
2024
Q1 		$403K Buy
10,340
+210
+2% +$7.46K ﹤0.01% 565
2023
Q4 		$353K Sell
10,130
-718
-7% -$25.2K ﹤0.01% 573
2023
Q3 		$365K Buy
10,848
+6,970
+180% +$238K 0.01% 519
2023
Q2 		$322K Buy
+3,878
New +$116K ﹤0.01% 550
2021
Q3 		– Sell
-9,185
Closed -$244K – 567
2021
Q2 		$244K Buy
+9,185
New +$235K 0.01% 486

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

EP Wealth Advisors's WMB Position: Q2 2026 in Review

EP Wealth Advisors increased its Williams Companies (WMB) stake by 38% in Q2 2026, buying an estimated $454K and bringing the position to 22,347 shares worth $1.66M. The position accounts for 0.01% of the portfolio, ranked #623.

EP Wealth Advisors first reported a position in WMB in Q2 2021 and has held it in 13 quarters since. 1,833 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • EP Wealth Advisors held 22,347 shares of Williams Companies worth $1.66M as of Q2 2026.
  • EP Wealth Advisors bought 6,176 Williams Companies shares in Q2 2026, an estimated $454K.
  • Williams Companies made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #623 holding.
  • EP Wealth Advisors first reported a position in Williams Companies in Q2 2021 and has held it in 13 quarters since.
  • 1,833 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.