Gentry Private Wealth’s Williams Companies WMB Stock Holding History

Gentry Private Wealth’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	$516K	Sell	6,936 -588	-8%	-$43.3K	0.27%	49
2026 Q1	$548K	Sell	7,524 -1,091	-13%	-$75.5K	0.33%	45
2025 Q4	$518K	Sell	8,615 -963	-10%	-$58.2K	0.33%	44
2025 Q3	$607K	Buy	9,578 +199	+2%	+$11.7K	0.42%	36
2025 Q2	$589K	Buy	9,379 +77	+0.8%	+$4.55K	0.45%	34
2025 Q1	$556K	Buy	+9,302	New	+$532K	0.46%	40
2024 Q4	–	Sell	-9,784	Closed	-$447K	–	85
2024 Q3	$447K	Sell	9,784 -88	-0.9%	-$3.87K	0.37%	46
2024 Q2	$420K	Buy	+9,872	New	+$396K	0.37%	43

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

Gentry Private Wealth's WMB Position: Q2 2026 in Review

Gentry Private Wealth reduced its Williams Companies (WMB) stake by 7.8% in Q2 2026, selling an estimated $43.3K and leaving 6,936 shares worth $516K. The position accounts for 0.27% of the portfolio, ranked #49.

Gentry Private Wealth first reported a position in WMB in Q2 2024 and has held it in 8 quarters since. The position peaked at $607K in Q3 2025. 1,831 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Gentry Private Wealth held 6,936 shares of Williams Companies worth $516K as of Q2 2026.
Gentry Private Wealth sold 588 Williams Companies shares in Q2 2026, an estimated $43.3K.
Williams Companies made up 0.27% of Gentry Private Wealth's portfolio in Q2 2026, its #49 holding.
Gentry Private Wealth first reported a position in Williams Companies in Q2 2024 and has held it in 8 quarters since.
Gentry Private Wealth's Williams Companies position peaked at $607K in Q3 2025.
1,831 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Gentry Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.