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Foundations Investment Advisors’s Williams Companies WMB Stock Holding History

Foundations Investment 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 		$28.8M Buy
386,930
+38,461
+11% +$2.83M 0.3% 78
2026
Q1 		$25.4M Buy
348,469
+36,225
+12% +$2.51M 0.31% 81
2025
Q4 		$18.8M Buy
312,244
+40,942
+15% +$2.48M 0.25% 91
2025
Q3 		$17.2M Buy
271,302
+22,835
+9% +$1.34M 0.25% 93
2025
Q2 		$15.6M Buy
248,467
+49,560
+25% +$2.93M 0.25% 101
2025
Q1 		$11.9M Buy
198,907
+36,108
+22% +$2.07M 0.22% 109
2024
Q4 		$8.81M Buy
162,799
+19,782
+14% +$1.07M 0.17% 119
2024
Q3 		$6.53M Buy
143,017
+16,032
+13% +$705K 0.14% 134
2024
Q2 		$5.4M Buy
126,985
+9,381
+8% +$376K 0.13% 130
2024
Q1 		$4.58M Buy
117,604
+2,022
+2% +$71.8K 0.12% 144
2023
Q4 		$4.03M Sell
115,582
-6,942
-6% -$244K 0.11% 143
2023
Q3 		$4.13M Sell
122,524
-14,219
-10% -$485K 0.13% 130
2023
Q2 		$4.46M Buy
136,743
+6,254
+5% +$188K 0.15% 100
2023
Q1 		$3.9M Buy
130,489
+33,875
+35% +$1.05M 0.14% 100
2022
Q4 		$3.18M Buy
96,614
+57,493
+147% +$1.87M 0.13% 91
2022
Q3 		$1.12M Buy
39,121
+13,073
+50% +$426K 0.05% 157
2022
Q2 		$774K Buy
26,048
+4,229
+19% +$146K 0.03% 174
2022
Q1 		$775K Buy
21,819
+202
+0.9% +$6.17K 0.03% 149
2021
Q4 		$631K Buy
21,617
+2,978
+16% +$82.3K 0.02% 172
2021
Q3 		$508K Buy
18,639
+775
+4% +$19.5K 0.02% 180
2021
Q2 		$477K Sell
17,864
-1,631
-8% -$41.8K 0.02% 170
2021
Q1 		$470K Buy
+19,495
New +$443K 0.03% 141

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

Foundations Investment Advisors's WMB Position: Q2 2026 in Review

Foundations Investment Advisors increased its Williams Companies (WMB) stake by 11% in Q2 2026, buying an estimated $2.83M and bringing the position to 386,930 shares worth $28.8M. The position accounts for 0.3% of the portfolio, ranked #78.

Foundations Investment Advisors first reported a position in WMB in Q1 2021 and has held it in 22 quarters since. 1,827 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Foundations Investment Advisors held 386,930 shares of Williams Companies worth $28.8M as of Q2 2026.
  • Foundations Investment Advisors bought 38,461 Williams Companies shares in Q2 2026, an estimated $2.83M.
  • Williams Companies made up 0.3% of Foundations Investment Advisors's portfolio in Q2 2026, its #78 holding.
  • Foundations Investment Advisors first reported a position in Williams Companies in Q1 2021 and has held it in 22 quarters since.
  • 1,827 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.