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Flagship Wealth Advisors’s Williams Companies WMB Stock Holding History

Flagship 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 		$40.9K Buy
+550
New +$40.5K 0.01% 291
2026
Q1 		– Sell
-550
Closed -$33.1K – 408
2025
Q4 		$33.1K Buy
+550
New +$33.3K 0.01% 256

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

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

Flagship Wealth Advisors opened a new position in Williams Companies (WMB) in Q2 2026: 550 shares worth $40.9K. The stake represents 0.01% of the portfolio and ranks #291 among its holdings. This is a return to the name: Flagship Wealth Advisors previously reported a position in WMB as recently as Q4 2025.

Flagship Wealth Advisors first reported a position in WMB in Q4 2025 and has held it in 2 quarters since. 1,819 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Flagship Wealth Advisors held 550 shares of Williams Companies worth $40.9K as of Q2 2026.
  • Williams Companies was a new Flagship Wealth Advisors position in Q2 2026.
  • Williams Companies made up 0.01% of Flagship Wealth Advisors's portfolio in Q2 2026, its #291 holding.
  • Flagship Wealth Advisors first reported a position in Williams Companies in Q4 2025 and has held it in 2 quarters since.
  • 1,819 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

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