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Evolve Private Wealth’s Williams Companies WMB Stock Holding History

Evolve Private Wealth’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 		$912K Sell
12,264
-23,788
-66% -$1.75M 0.06% 300
2026
Q1 		$2.62M Sell
36,052
-1,704
-5% -$118K 0.14% 141
2025
Q4 		$2.27M Buy
+37,756
New +$2.28M 0.13% 138

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

Evolve Private Wealth's WMB Position: Q2 2026 in Review

Evolve Private Wealth reduced its Williams Companies (WMB) stake by 66% in Q2 2026, selling an estimated $1.75M and leaving 12,264 shares worth $912K. The position accounts for 0.06% of the portfolio, ranked #300.

Evolve Private Wealth first reported a position in WMB in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.62M in Q1 2026. 1,824 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Evolve Private Wealth held 12,264 shares of Williams Companies worth $912K as of Q2 2026.
  • Evolve Private Wealth sold 23,788 Williams Companies shares in Q2 2026, an estimated $1.75M.
  • Williams Companies made up 0.06% of Evolve Private Wealth's portfolio in Q2 2026, its #300 holding.
  • Evolve Private Wealth first reported a position in Williams Companies in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Williams Companies position peaked at $2.62M in Q1 2026.
  • 1,824 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

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