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Forvis Mazars Wealth Advisors’s Williams Companies WMB Stock Holding History

Forvis Mazars 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 		$513K Sell
6,901
-77
-1% -$5.67K 0.01% 299
2026
Q1 		$508K Buy
6,978
+745
+12% +$51.6K 0.01% 286
2025
Q4 		$375K Sell
6,233
-63
-1% -$3.81K 0.01% 323
2025
Q3 		$399K Buy
6,296
+1,302
+26% +$76.4K 0.01% 322
2025
Q2 		$314K Buy
4,994
+202
+4% +$11.9K 0.01% 346
2025
Q1 		$286K Buy
4,792
+328
+7% +$18.8K 0.01% 350
2024
Q4 		$242K Sell
4,464
-228
-5% -$12.3K 0.01% 399
2024
Q3 		$214K Buy
+4,692
New +$206K ﹤0.01% 417
2021
Q1 		– Sell
-14,603
Closed -$293K – 355
2020
Q4 		$293K Buy
14,603
+736
+5% +$14.9K 0.01% 293
2020
Q3 		$272K Buy
+13,867
New +$282K 0.02% 265

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

Forvis Mazars Wealth Advisors's WMB Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors reduced its Williams Companies (WMB) stake by 1.1% in Q2 2026, selling an estimated $5.67K and leaving 6,901 shares worth $513K. The position accounts for 0.01% of the portfolio, ranked #299.

Forvis Mazars Wealth Advisors first reported a position in WMB in Q3 2020 and has held it in 10 quarters since. 1,833 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Forvis Mazars Wealth Advisors held 6,901 shares of Williams Companies worth $513K as of Q2 2026.
  • Forvis Mazars Wealth Advisors sold 77 Williams Companies shares in Q2 2026, an estimated $5.67K.
  • Williams Companies made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #299 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Williams Companies in Q3 2020 and has held it in 10 quarters since.
  • 1,833 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.