Financial Perspectives’s Williams Companies WMB Stock Holding History

Financial Perspectives’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	$14.9K	Hold	200	–	–	﹤0.01%	498
2026 Q1	$14.6K	Hold	200	–	–	﹤0.01%	489
2025 Q4	$12K	Hold	200	–	–	﹤0.01%	506
2025 Q3	$12.7K	Hold	200	–	–	﹤0.01%	494
2025 Q2	$12.6K	Hold	200	–	–	﹤0.01%	478
2025 Q1	$12K	Hold	200	–	–	﹤0.01%	477
2024 Q4	$10.8K	Hold	200	–	–	﹤0.01%	497
2024 Q3	$9.13K	Hold	200	–	–	﹤0.01%	480
2024 Q2	$8.5K	Hold	200	–	–	﹤0.01%	484
2024 Q1	$7.79K	Hold	200	–	–	﹤0.01%	482
2023 Q4	$6.97K	Hold	200	–	–	﹤0.01%	503
2023 Q3	$6.74K	Hold	200	–	–	﹤0.01%	492
2023 Q2	$6.53K	Hold	200	–	–	﹤0.01%	488
2023 Q1	$5.97K	Hold	200	–	–	﹤0.01%	497
2022 Q4	$6.58K	Hold	200	–	–	﹤0.01%	487
2022 Q3	$5.73K	Hold	200	–	–	﹤0.01%	492
2022 Q2	$6.24K	Hold	200	–	–	﹤0.01%	490
2022 Q1	$6.68K	Hold	200	–	–	﹤0.01%	509
2021 Q4	$5.21K	Hold	200	–	–	﹤0.01%	506
2021 Q3	$5.19K	Hold	200	–	–	﹤0.01%	512
2021 Q2	$5.31K	Sell	200 -4,538	-96%	-$116K	﹤0.01%	535
2021 Q1	$200K	Buy	4,738 +4,538	+2,269%	+$103K	0.01%	408
2020 Q4	$4.01K	Buy	+200	New	+$4.05K	﹤0.01%	496

Other funds holding WMB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Perspectives's WMB Position: Q2 2026 in Review

Financial Perspectives held its Williams Companies (WMB) position steady in Q2 2026 at 200 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #498.

Financial Perspectives first reported a position in WMB in Q4 2020 and has held it in 23 quarters since. The position peaked at $200K in Q1 2021. 1,824 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Financial Perspectives held 200 shares of Williams Companies worth $14.9K as of Q2 2026.
Financial Perspectives left its Williams Companies share count unchanged in Q2 2026.
Williams Companies made up ﹤0.01% of Financial Perspectives's portfolio in Q2 2026, its #498 holding.
Financial Perspectives first reported a position in Williams Companies in Q4 2020 and has held it in 23 quarters since.
Financial Perspectives's Williams Companies position peaked at $200K in Q1 2021.
1,824 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.