GIA
WMB icon

Gladstone Institutional Advisory’s Williams Companies WMB Stock Holding History

Gladstone Institutional Advisory’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 		$442K Buy
5,949
+994
+20% +$73.1K 0.01% 631
2026
Q1 		$361K Buy
4,955
+108
+2% +$7.48K 0.01% 617
2025
Q4 		$291K Sell
4,847
-309
-6% -$18.7K 0.01% 638
2025
Q3 		$327K Buy
5,156
+245
+5% +$14.4K 0.01% 617
2025
Q2 		$308K Sell
4,911
-479
-9% -$28.3K 0.01% 602
2025
Q1 		$322K Buy
5,390
+1,394
+35% +$79.8K 0.02% 574
2024
Q4 		$216K Buy
+3,996
New +$215K 0.01% 656

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

Gladstone Institutional Advisory's WMB Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its Williams Companies (WMB) stake by 20% in Q2 2026, buying an estimated $73.1K and bringing the position to 5,949 shares worth $442K. The position accounts for 0.01% of the portfolio, ranked #631.

Gladstone Institutional Advisory first reported a position in WMB in Q4 2024 and has held it in 7 quarters since. 1,833 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Gladstone Institutional Advisory held 5,949 shares of Williams Companies worth $442K as of Q2 2026.
  • Gladstone Institutional Advisory bought 994 Williams Companies shares in Q2 2026, an estimated $73.1K.
  • Williams Companies made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #631 holding.
  • Gladstone Institutional Advisory first reported a position in Williams Companies in Q4 2024 and has held it in 7 quarters since.
  • 1,833 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.