Focus Partners Advisor Solutions’s Williams Companies WMB Stock Holding History

Focus Partners Advisor Solutions’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	$526K	Sell	7,077 -1,419	-17%	-$104K	﹤0.01%	798
2026 Q1	$618K	Buy	+8,496	New	+$588K	0.01%	713
2025 Q4	–	Sell	-15,452	Closed	-$964K	–	1274
2025 Q3	$964K	Buy	15,452 +1,799	+13%	+$106K	0.01%	538
2025 Q2	$858K	Buy	13,653 +1,216	+10%	+$71.8K	0.01%	492
2025 Q1	$743K	Buy	12,437 +3,681	+42%	+$211K	0.01%	459
2024 Q4	$474K	Buy	+8,756	New	+$472K	0.01%	488
2024 Q3	–	Sell	-4,769	Closed	-$203K	–	777
2024 Q2	$203K	Sell	4,769 -5,425	-53%	-$218K	0.01%	605
2024 Q1	$397K	Buy	+10,194	New	+$362K	0.01%	406

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

Focus Partners Advisor Solutions's WMB Position: Q2 2026 in Review

Focus Partners Advisor Solutions reduced its Williams Companies (WMB) stake by 17% in Q2 2026, selling an estimated $104K and leaving 7,077 shares worth $526K. The position accounts for ﹤0.01% of the portfolio, ranked #798.

Focus Partners Advisor Solutions first reported a position in WMB in Q1 2024 and has held it in 8 quarters since. The position peaked at $964K in Q3 2025. 1,826 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Focus Partners Advisor Solutions held 7,077 shares of Williams Companies worth $526K as of Q2 2026.
Focus Partners Advisor Solutions sold 1,419 Williams Companies shares in Q2 2026, an estimated $104K.
Williams Companies made up ﹤0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #798 holding.
Focus Partners Advisor Solutions first reported a position in Williams Companies in Q1 2024 and has held it in 8 quarters since.
Focus Partners Advisor Solutions's Williams Companies position peaked at $964K in Q3 2025.
1,826 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.