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Harvest Investment Services’s Williams Companies WMB Stock Holding History

Harvest Investment Services’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 		$1.1M Sell
14,827
-4,189
-22% -$308K 0.17% 144
2026
Q1 		$1.38M Buy
19,016
+11,540
+154% +$799K 0.25% 100
2025
Q4 		$449K Sell
7,476
-93
-1% -$5.62K 0.08% 212
2025
Q3 		$479K Sell
7,569
-2,907
-28% -$171K 0.1% 199
2025
Q2 		$658K Buy
10,476
+5,495
+110% +$324K 0.15% 156
2025
Q1 		$298K Buy
+4,981
New +$285K 0.08% 210

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

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

Harvest Investment Services reduced its Williams Companies (WMB) stake by 22% in Q2 2026, selling an estimated $308K and leaving 14,827 shares worth $1.1M. The position accounts for 0.17% of the portfolio, ranked #144.

Harvest Investment Services first reported a position in WMB in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.38M in Q1 2026. 1,835 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Harvest Investment Services held 14,827 shares of Williams Companies worth $1.1M as of Q2 2026.
  • Harvest Investment Services sold 4,189 Williams Companies shares in Q2 2026, an estimated $308K.
  • Williams Companies made up 0.17% of Harvest Investment Services's portfolio in Q2 2026, its #144 holding.
  • Harvest Investment Services first reported a position in Williams Companies in Q1 2025 and has held it in 6 quarters since.
  • Harvest Investment Services's Williams Companies position peaked at $1.38M in Q1 2026.
  • 1,835 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

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