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Florida Financial Advisors’s Williams Companies WMB Stock Holding History

Florida Financial 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 		$338K Buy
4,544
+606
+15% +$44.6K 0.06% 253
2026
Q1 		$287K Buy
+3,938
New +$273K 0.07% 261
2025
Q3 		– Sell
-11,965
Closed -$751K – 305
2025
Q2 		$751K Buy
11,965
+2,347
+24% +$139K 0.25% 96
2025
Q1 		$574K Buy
+9,618
New +$551K 0.23% 96

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

Florida Financial Advisors's WMB Position: Q2 2026 in Review

Florida Financial Advisors increased its Williams Companies (WMB) stake by 15% in Q2 2026, buying an estimated $44.6K and bringing the position to 4,544 shares worth $338K. The position accounts for 0.06% of the portfolio, ranked #253.

Florida Financial Advisors first reported a position in WMB in Q1 2025 and has held it in 4 quarters since. The position peaked at $751K in Q2 2025. 1,830 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Florida Financial Advisors held 4,544 shares of Williams Companies worth $338K as of Q2 2026.
  • Florida Financial Advisors bought 606 Williams Companies shares in Q2 2026, an estimated $44.6K.
  • Williams Companies made up 0.06% of Florida Financial Advisors's portfolio in Q2 2026, its #253 holding.
  • Florida Financial Advisors first reported a position in Williams Companies in Q1 2025 and has held it in 4 quarters since.
  • Florida Financial Advisors's Williams Companies position peaked at $751K in Q2 2025.
  • 1,830 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Florida Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.