EWA
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EverSource Wealth Advisors’s Williams Companies WMB Stock Holding History

EverSource 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 		$1.03M Sell
13,823
-2,759
-17% -$203K 0.03% 348
2026
Q1 		$1.21M Sell
16,582
-463
-3% -$32.1K 0.04% 342
2025
Q4 		$1.02M Sell
17,045
-895
-5% -$54.1K 0.04% 336
2025
Q3 		$1.14M Sell
17,940
-67
-0.4% -$3.93K 0.05% 283
2025
Q2 		$1.13M Buy
18,007
+6,573
+57% +$388K 0.05% 247
2025
Q1 		$683K Buy
11,434
+2,473
+28% +$142K 0.04% 320
2024
Q4 		$485K Buy
8,961
+848
+10% +$45.7K 0.03% 378
2024
Q3 		$370K Sell
8,113
-512
-6% -$22.5K 0.02% 391
2024
Q2 		$370K Buy
8,625
+166
+2% +$6.66K 0.02% 378
2024
Q1 		$324K Sell
8,459
-188
-2% -$6.68K 0.03% 357
2023
Q4 		$301K Buy
8,647
+771
+10% +$27.1K 0.03% 336
2023
Q3 		$265K Buy
7,876
+218
+3% +$7.44K 0.03% 341
2023
Q2 		$250K Buy
7,658
+1,409
+23% +$42.3K 0.03% 348
2023
Q1 		$187K Sell
6,249
-2,405
-28% -$74.3K 0.02% 380
2022
Q4 		$285K Buy
8,654
+557
+7% +$18.1K 0.04% 290
2022
Q3 		$232K Buy
8,097
+3,542
+78% +$115K 0.05% 280
2022
Q2 		$142K Sell
4,555
-446
-9% -$15.4K 0.04% 307
2022
Q1 		$167K Buy
5,001
+3,229
+182% +$98.7K 0.04% 270
2021
Q4 		$46K Buy
+1,772
New +$49K 0.01% 445

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

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

EverSource Wealth Advisors reduced its Williams Companies (WMB) stake by 17% in Q2 2026, selling an estimated $203K and leaving 13,823 shares worth $1.03M. The position accounts for 0.03% of the portfolio, ranked #348.

EverSource Wealth Advisors first reported a position in WMB in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.21M in Q1 2026. 1,824 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • EverSource Wealth Advisors held 13,823 shares of Williams Companies worth $1.03M as of Q2 2026.
  • EverSource Wealth Advisors sold 2,759 Williams Companies shares in Q2 2026, an estimated $203K.
  • Williams Companies made up 0.03% of EverSource Wealth Advisors's portfolio in Q2 2026, its #348 holding.
  • EverSource Wealth Advisors first reported a position in Williams Companies in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Williams Companies position peaked at $1.21M in Q1 2026.
  • 1,824 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.