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Harvest Investment Advisors’s Williams Companies WMB Stock Holding History

Harvest Investment 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 		$2.81M Buy
37,317
+320
+0.9% +$23.5K 1.39% 14
2026
Q1 		$2.69M Sell
36,997
-1,363
-4% -$94.4K 1.5% 10
2025
Q4 		$2.31M Sell
38,360
-100
-0.3% -$6.05K 1.31% 19
2025
Q3 		$2.44M Buy
38,460
+1,840
+5% +$108K 1.43% 12
2025
Q2 		$2.3M Sell
36,620
-540
-1% -$31.9K 1.48% 11
2025
Q1 		$2.22M Sell
37,160
-236
-0.6% -$13.5K 1.6% 13
2024
Q4 		$2.02M Sell
37,396
-905
-2% -$48.8K 1.4% 15
2024
Q3 		$1.75M Buy
38,301
+115
+0.3% +$5.05K 1.19% 27
2024
Q2 		$1.62M Buy
38,186
+167
+0.4% +$6.7K 1.2% 23
2024
Q1 		$1.48M Buy
38,019
+230
+0.6% +$8.17K 1.11% 37
2023
Q4 		$1.32M Sell
37,789
-107
-0.3% -$3.75K 1.06% 39
2023
Q3 		$1.28M Sell
37,896
-393
-1% -$13.4K 1.14% 33
2023
Q2 		$1.25M Buy
38,289
+165
+0.4% +$4.95K 1.07% 42
2023
Q1 		$1.14M Buy
38,124
+495
+1% +$15.3K 1.01% 47
2022
Q4 		$1.24M Buy
+37,629
New +$1.23M 1.16% 39

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

Harvest Investment Advisors's WMB Position: Q2 2026 in Review

Harvest Investment Advisors increased its Williams Companies (WMB) stake by 0.86% in Q2 2026, buying an estimated $23.5K and bringing the position to 37,317 shares worth $2.81M. The position accounts for 1.39% of the portfolio, ranked #14.

Harvest Investment Advisors first reported a position in WMB in Q4 2022 and has held it in 15 quarters since. 1,831 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Harvest Investment Advisors held 37,317 shares of Williams Companies worth $2.81M as of Q2 2026.
  • Harvest Investment Advisors bought 320 Williams Companies shares in Q2 2026, an estimated $23.5K.
  • Williams Companies made up 1.39% of Harvest Investment Advisors's portfolio in Q2 2026, its #14 holding.
  • Harvest Investment Advisors first reported a position in Williams Companies in Q4 2022 and has held it in 15 quarters since.
  • 1,831 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Harvest Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.