EWM
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Evermay Wealth Management’s Williams Companies WMB Stock Holding History

Evermay Wealth 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 		$33.5K Buy
+450
New +$33.1K ﹤0.01% 396
2024
Q4 		– Sell
-47
Closed -$2.15K – 613
2024
Q3 		$2.15K Hold
47
– – ﹤0.01% 541
2024
Q2 		$2K Hold
47
– – ﹤0.01% 545
2024
Q1 		$1.83K Sell
47
-11
-19% -$391 ﹤0.01% 544
2023
Q4 		$2.02K Buy
58
+11
+23% +$386 ﹤0.01% 518
2023
Q3 		$1.58K Hold
47
– – ﹤0.01% 509
2023
Q2 		$1.53K Buy
+47
New +$1.41K ﹤0.01% 503
2022
Q3 		– Sell
-67
Closed -$2K – 568
2022
Q2 		$2K Buy
+67
New +$2.31K ﹤0.01% 482
2021
Q3 		– Sell
-300
Closed -$8K – 539
2021
Q2 		$8K Buy
+300
New +$7.68K ﹤0.01% 423

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

Evermay Wealth Management's WMB Position: Q2 2026 in Review

Evermay Wealth Management opened a new position in Williams Companies (WMB) in Q2 2026: 450 shares worth $33.5K. The stake represents ﹤0.01% of the portfolio and ranks #396 among its holdings. This is a return to the name: Evermay Wealth Management previously reported a position in WMB as recently as Q3 2024.

Evermay Wealth Management first reported a position in WMB in Q2 2021 and has held it in 9 quarters since. 1,832 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Evermay Wealth Management held 450 shares of Williams Companies worth $33.5K as of Q2 2026.
  • Williams Companies was a new Evermay Wealth Management position in Q2 2026.
  • Williams Companies made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #396 holding.
  • Evermay Wealth Management first reported a position in Williams Companies in Q2 2021 and has held it in 9 quarters since.
  • 1,832 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.