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Foster Victor Wealth Advisors’s Williams Companies WMB Stock Holding History

Foster Victor 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 		$623K Buy
8,201
+269
+3% +$19.8K 0.03% 164
2026
Q1 		$567K Buy
7,932
+46
+0.6% +$3.19K 0.03% 158
2025
Q4 		$485K Buy
7,886
+137
+2% +$8.28K 0.03% 165
2025
Q3 		$500K Buy
7,749
+394
+5% +$23.1K 0.03% 149
2025
Q2 		$425K Buy
7,355
+49
+0.7% +$2.89K 0.03% 150
2025
Q1 		$412K Buy
7,306
+130
+2% +$7.44K 0.03% 145
2024
Q4 		$424K Buy
+7,176
New +$387K 0.03% 137

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 $3.38T AUM 44.17% 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

Foster Victor Wealth Advisors's WMB Position: Q2 2026 in Review

Foster Victor Wealth Advisors increased its Williams Companies (WMB) stake by 3.4% in Q2 2026, buying an estimated $19.8K and bringing the position to 8,201 shares worth $623K. The position accounts for 0.03% of the portfolio, ranked #164.

Foster Victor Wealth Advisors first reported a position in WMB in Q4 2024 and has held it in 7 quarters since. 1,835 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Foster Victor Wealth Advisors held 8,201 shares of Williams Companies worth $623K as of Q2 2026.
  • Foster Victor Wealth Advisors bought 269 Williams Companies shares in Q2 2026, an estimated $19.8K.
  • Williams Companies made up 0.03% of Foster Victor Wealth Advisors's portfolio in Q2 2026, its #164 holding.
  • Foster Victor Wealth Advisors first reported a position in Williams Companies in Q4 2024 and has held it in 7 quarters since.
  • 1,835 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.