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Financial Network Wealth Advisors’s Williams Companies WMB Stock Holding History

Financial Network 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 		$68.8K Sell
926
-114
-11% -$8.39K 0.07% 227
2026
Q1 		$75.7K Sell
1,040
-165
-14% -$11.4K 0.08% 206
2025
Q4 		$72.4K Buy
1,205
+184
+18% +$11.1K 0.08% 208
2025
Q3 		$64.7K Buy
1,021
+129
+14% +$7.57K 0.07% 219
2025
Q2 		$56K Sell
892
-17
-2% -$1K 0.07% 243
2025
Q1 		$54.3K Buy
909
+244
+37% +$14K 0.07% 232
2024
Q4 		$36K Sell
665
-1,237
-65% -$66.7K 0.07% 218
2024
Q3 		$86.8K Sell
1,902
-326
-15% -$14.3K 0.07% 220
2024
Q2 		$94.7K Buy
+2,228
New +$89.4K 0.07% 227

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

Financial Network Wealth Advisors's WMB Position: Q2 2026 in Review

Financial Network Wealth Advisors reduced its Williams Companies (WMB) stake by 11% in Q2 2026, selling an estimated $8.39K and leaving 926 shares worth $68.8K. The position accounts for 0.07% of the portfolio, ranked #227.

Financial Network Wealth Advisors first reported a position in WMB in Q2 2024 and has held it in 9 quarters since. The position peaked at $94.7K in Q2 2024. 1,833 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Financial Network Wealth Advisors held 926 shares of Williams Companies worth $68.8K as of Q2 2026.
  • Financial Network Wealth Advisors sold 114 Williams Companies shares in Q2 2026, an estimated $8.39K.
  • Williams Companies made up 0.07% of Financial Network Wealth Advisors's portfolio in Q2 2026, its #227 holding.
  • Financial Network Wealth Advisors first reported a position in Williams Companies in Q2 2024 and has held it in 9 quarters since.
  • Financial Network Wealth Advisors's Williams Companies position peaked at $94.7K in Q2 2024.
  • 1,833 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.