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Founders Financial Alliance’s Williams Companies WMB Stock Holding History

Founders Financial Alliance’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 		$813K Buy
10,931
+90
+0.8% +$6.62K 0.11% 180
2026
Q1 		$789K Buy
10,841
+56
+0.5% +$3.88K 0.14% 148
2025
Q4 		$648K Sell
10,785
-989
-8% -$59.8K 0.12% 166
2025
Q3 		$746K Sell
11,774
-196
-2% -$11.5K 0.14% 144
2025
Q2 		$752K Buy
11,970
+346
+3% +$20.4K 0.17% 124
2025
Q1 		$695K Buy
11,624
+737
+7% +$42.2K 0.17% 129
2024
Q4 		$589K Buy
10,887
+47
+0.4% +$2.53K 0.16% 126
2024
Q3 		$495K Buy
10,840
+6
+0.1% +$264 0.14% 148
2024
Q2 		$460K Buy
10,834
+1
+0% +$40 0.14% 149
2024
Q1 		$422K Sell
10,833
-352
-3% -$12.5K 0.13% 164
2023
Q4 		$390K Buy
11,185
+237
+2% +$8.32K 0.15% 142
2023
Q3 		$369K Sell
10,948
-207
-2% -$7.06K 0.16% 135
2023
Q2 		$364K Buy
+11,155
New +$335K 0.14% 157
2023
Q1 		– Sell
-9,479
Closed -$312K – 490
2022
Q4 		$312K Sell
9,479
-1,020
-10% -$33.2K 0.14% 158
2022
Q3 		$301K Buy
10,499
+1,576
+18% +$51.3K 0.15% 150
2022
Q2 		$278K Sell
8,923
-1,322
-13% -$45.6K 0.14% 161
2022
Q1 		$342K Buy
+10,245
New +$313K 0.15% 143
2020
Q4 		– Sell
-2,490
Closed -$49K – 1246
2020
Q3 		$49K Buy
+2,490
New +$50.7K 0.03% 384

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

Founders Financial Alliance's WMB Position: Q2 2026 in Review

Founders Financial Alliance increased its Williams Companies (WMB) stake by 0.83% in Q2 2026, buying an estimated $6.62K and bringing the position to 10,931 shares worth $813K. The position accounts for 0.11% of the portfolio, ranked #180.

Founders Financial Alliance first reported a position in WMB in Q3 2020 and has held it in 18 quarters since. 1,835 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Founders Financial Alliance held 10,931 shares of Williams Companies worth $813K as of Q2 2026.
  • Founders Financial Alliance bought 90 Williams Companies shares in Q2 2026, an estimated $6.62K.
  • Williams Companies made up 0.11% of Founders Financial Alliance's portfolio in Q2 2026, its #180 holding.
  • Founders Financial Alliance first reported a position in Williams Companies in Q3 2020 and has held it in 18 quarters since.
  • 1,835 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.