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GeoWealth Management’s Williams Companies WMB Stock Holding History

GeoWealth 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 		$334K Buy
4,499
+215
+5% +$15.8K 0.01% 617
2026
Q1 		$312K Buy
4,284
+124
+3% +$8.59K 0.01% 599
2025
Q4 		$250K Sell
4,160
-656
-14% -$39.7K 0.01% 617
2025
Q3 		$305K Buy
4,816
+110
+2% +$6.46K 0.01% 583
2025
Q2 		$296K Buy
4,706
+153
+3% +$9.03K 0.01% 545
2025
Q1 		$272K Sell
4,553
-1,261
-22% -$72.2K 0.01% 577
2024
Q4 		$315K Sell
5,814
-1,221
-17% -$65.8K 0.01% 611
2024
Q3 		$321K Sell
7,035
-766
-10% -$33.7K 0.01% 585
2024
Q2 		$332K Buy
7,801
+1,395
+22% +$56K 0.01% 550
2024
Q1 		$250K Sell
6,406
-2,752
-30% -$97.8K 0.01% 618
2023
Q4 		$319K Buy
+9,158
New +$321K 0.03% 398
2022
Q3 		– Sell
-433
Closed -$14K – 380
2022
Q2 		$14K Buy
433
+53
+14% +$1.83K ﹤0.01% 319
2022
Q1 		$13K Buy
380
+5
+1% +$153 ﹤0.01% 387
2021
Q4 		$10K Buy
375
+6
+2% +$166 ﹤0.01% 370
2021
Q3 		$9K Sell
369
-769
-68% -$19.4K ﹤0.01% 390
2021
Q2 		$30K Buy
+1,138
New +$29.1K ﹤0.01% 263

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

GeoWealth Management's WMB Position: Q2 2026 in Review

GeoWealth Management increased its Williams Companies (WMB) stake by 5% in Q2 2026, buying an estimated $15.8K and bringing the position to 4,499 shares worth $334K. The position accounts for 0.01% of the portfolio, ranked #617.

GeoWealth Management first reported a position in WMB in Q2 2021 and has held it in 16 quarters since. 1,835 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • GeoWealth Management held 4,499 shares of Williams Companies worth $334K as of Q2 2026.
  • GeoWealth Management bought 215 Williams Companies shares in Q2 2026, an estimated $15.8K.
  • Williams Companies made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #617 holding.
  • GeoWealth Management first reported a position in Williams Companies in Q2 2021 and has held it in 16 quarters since.
  • 1,835 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.