GFWA
WMB icon

Grey Fox Wealth Advisors’s Williams Companies WMB Stock Holding History

Grey Fox Wealth Advisors’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 		$437K Buy
+5,884
New +$433K 0.07% 107
2025
Q4 		– Sell
-228
Closed -$14.5K – 607
2025
Q3 		$14.5K Buy
+228
New +$13.4K ﹤0.01% 366
2023
Q2 		– Sell
-16
Closed -$485 – 521
2023
Q1 		$485 Hold
16
– – ﹤0.01% 495
2022
Q4 		$526 Buy
+16
New +$521 ﹤0.01% 372

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

Grey Fox Wealth Advisors's WMB Position: Q2 2026 in Review

Grey Fox Wealth Advisors opened a new position in Williams Companies (WMB) in Q2 2026: 5,884 shares worth $437K. The stake represents 0.07% of the portfolio and ranks #107 among its holdings. This is a return to the name: Grey Fox Wealth Advisors previously reported a position in WMB as recently as Q3 2025.

Grey Fox Wealth Advisors first reported a position in WMB in Q4 2022 and has held it in 4 quarters since. 1,826 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Grey Fox Wealth Advisors held 5,884 shares of Williams Companies worth $437K as of Q2 2026.
  • Williams Companies was a new Grey Fox Wealth Advisors position in Q2 2026.
  • Williams Companies made up 0.07% of Grey Fox Wealth Advisors's portfolio in Q2 2026, its #107 holding.
  • Grey Fox Wealth Advisors first reported a position in Williams Companies in Q4 2022 and has held it in 4 quarters since.
  • 1,826 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.