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Great Valley Advisor Group’s Williams Companies WMB Stock Holding History

Great Valley Advisor Group’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 		$376K Sell
5,059
-422
-8% -$31.1K 0.01% 805
2026
Q1 		$399K Buy
5,481
+476
+10% +$33K 0.01% 745
2025
Q4 		$301K Buy
5,005
+1,019
+26% +$61.6K 0.01% 781
2025
Q3 		$252K Sell
3,986
-627
-14% -$36.8K 0.01% 821
2025
Q2 		$290K Sell
4,613
-154
-3% -$9.09K 0.01% 750
2025
Q1 		$285K Sell
4,767
-158
-3% -$9.04K 0.01% 743
2024
Q4 		$266K Sell
4,925
-235
-5% -$12.7K 0.01% 726
2024
Q3 		$235K Buy
+5,160
New +$227K 0.01% 755
2023
Q1 		– Sell
-8,840
Closed -$291K – 761
2022
Q4 		$291K Buy
8,840
+877
+11% +$28.6K 0.01% 551
2022
Q3 		$228K Buy
+7,963
New +$259K 0.01% 603

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 $3.38T AUM 44.17% 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

Great Valley Advisor Group's WMB Position: Q2 2026 in Review

Great Valley Advisor Group reduced its Williams Companies (WMB) stake by 7.7% in Q2 2026, selling an estimated $31.1K and leaving 5,059 shares worth $376K. The position accounts for 0.01% of the portfolio, ranked #805.

Great Valley Advisor Group first reported a position in WMB in Q3 2022 and has held it in 10 quarters since. The position peaked at $399K in Q1 2026. 1,835 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Great Valley Advisor Group held 5,059 shares of Williams Companies worth $376K as of Q2 2026.
  • Great Valley Advisor Group sold 422 Williams Companies shares in Q2 2026, an estimated $31.1K.
  • Williams Companies made up 0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #805 holding.
  • Great Valley Advisor Group first reported a position in Williams Companies in Q3 2022 and has held it in 10 quarters since.
  • Great Valley Advisor Group's Williams Companies position peaked at $399K in Q1 2026.
  • 1,835 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.