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GLOBALT Investments’s Williams Companies WMB Stock Holding History

GLOBALT Investments’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 		$286K Sell
3,851
-28
-0.7% -$2.06K 0.01% 202
2026
Q1 		$282K Buy
3,879
+7
+0.2% +$485 0.01% 192
2025
Q4 		$233K Sell
3,872
-207
-5% -$12.5K 0.01% 200
2025
Q3 		$258K Buy
4,079
+6
+0.1% +$352 0.01% 200
2025
Q2 		$256K Hold
4,073
– – 0.01% 198
2025
Q1 		$243K Sell
4,073
-919
-18% -$52.6K 0.01% 197
2024
Q4 		$270K Buy
+4,992
New +$269K 0.01% 195

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

GLOBALT Investments's WMB Position: Q2 2026 in Review

GLOBALT Investments reduced its Williams Companies (WMB) stake by 0.72% in Q2 2026, selling an estimated $2.06K and leaving 3,851 shares worth $286K. The position accounts for 0.01% of the portfolio, ranked #202.

GLOBALT Investments first reported a position in WMB in Q4 2024 and has held it in 7 quarters since. 1,824 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • GLOBALT Investments held 3,851 shares of Williams Companies worth $286K as of Q2 2026.
  • GLOBALT Investments sold 28 Williams Companies shares in Q2 2026, an estimated $2.06K.
  • Williams Companies made up 0.01% of GLOBALT Investments's portfolio in Q2 2026, its #202 holding.
  • GLOBALT Investments first reported a position in Williams Companies in Q4 2024 and has held it in 7 quarters since.
  • 1,824 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on GLOBALT Investments's 13F filing for Q2 2026, filed 11 Aug 2026.