FSB Premier Wealth Management’s Williams Companies WMB Stock Holding History

FSB Premier Wealth Management’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	–	Sell	-3,005	Closed	-$219K	–	267
2026 Q1	$219K	Sell	3,005 -1,578	-34%	-$109K	0.07%	238
2025 Q4	$275K	Sell	4,583 -60	-1%	-$3.63K	0.09%	199
2025 Q3	$294K	Buy	4,643 +135	+3%	+$7.92K	0.1%	182
2025 Q2	$283K	Sell	4,508 -376	-8%	-$22.2K	0.1%	178
2025 Q1	$292K	Buy	4,884 +201	+4%	+$11.5K	0.11%	171
2024 Q4	$253K	Sell	4,683 -350	-7%	-$18.9K	0.1%	185
2024 Q3	$230K	Buy	+5,033	New	+$221K	0.09%	190
2024 Q1	–	Sell	-6,029	Closed	-$210K	–	186
2023 Q4	$210K	Buy	+6,029	New	+$212K	0.11%	163
2022 Q1	–	Sell	-233	Closed	-$6K	–	505
2021 Q4	$6K	Buy	+233	New	+$6.44K	﹤0.01%	447

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

FSB Premier Wealth Management's WMB Position: Q2 2026 in Review

FSB Premier Wealth Management sold out of Williams Companies (WMB) in Q2 2026, closing a stake of 3,005 shares — an estimated $219K sold.

FSB Premier Wealth Management first reported a position in WMB in Q4 2021 and held it in 9 quarters. The position peaked at $294K in Q3 2025. 1,821 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

FSB Premier Wealth Management reported no remaining Williams Companies position as of Q2 2026 after selling out during the quarter.
FSB Premier Wealth Management sold 3,005 Williams Companies shares in Q2 2026, an estimated $219K.
FSB Premier Wealth Management first reported a position in Williams Companies in Q4 2021 and held it in 9 quarters.
FSB Premier Wealth Management's Williams Companies position peaked at $294K in Q3 2025.
1,821 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on FSB Premier Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.