Hazlett, Burt & Watson’s Williams Companies WMB Stock Holding History

Hazlett, Burt & Watson’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	$552K	Buy	7,430 +1,400	+23%	+$103K	0.15%	149
2026 Q1	$438K	Hold	6,030	–	–	0.14%	161
2025 Q4	$360K	Sell	6,030 -130	-2%	-$7.86K	0.12%	171
2025 Q3	$390K	Hold	6,160	–	–	0.14%	145
2025 Q2	$387K	Hold	6,160	–	–	0.16%	131
2025 Q1	$368K	Hold	6,160	–	–	0.17%	127
2024 Q4	$334K	Hold	6,160	–	–	0.15%	139
2024 Q3	$282K	Hold	6,160	–	–	0.13%	163
2024 Q2	$263K	Hold	6,160	–	–	0.14%	152
2024 Q1	$239K	Buy	6,160 +565	+10%	+$20.1K	0.14%	150
2023 Q4	$194K	Hold	5,595	–	–	0.13%	158
2023 Q3	$189K	Sell	5,595 -342	-6%	-$11.7K	0.14%	147
2023 Q2	$195K	Hold	5,937	–	–	0.15%	141
2023 Q1	$176K	Buy	5,937 +640	+12%	+$19.8K	0.14%	133
2022 Q4	$174K	Buy	5,297 +150	+3%	+$4.88K	0.15%	138
2022 Q3	$149K	Hold	5,147	–	–	0.14%	139
2022 Q2	$160K	Buy	5,147 +5	+0.1%	+$173	0.15%	145
2022 Q1	$172K	Buy	+5,142	New	+$157K	0.14%	155

Other funds holding WMB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Hazlett, Burt & Watson's WMB Position: Q2 2026 in Review

Hazlett, Burt & Watson increased its Williams Companies (WMB) stake by 23% in Q2 2026, buying an estimated $103K and bringing the position to 7,430 shares worth $552K. The position accounts for 0.15% of the portfolio, ranked #149.

Hazlett, Burt & Watson first reported a position in WMB in Q1 2022 and has held it in 18 quarters since. 1,831 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Hazlett, Burt & Watson held 7,430 shares of Williams Companies worth $552K as of Q2 2026.
Hazlett, Burt & Watson bought 1,400 Williams Companies shares in Q2 2026, an estimated $103K.
Williams Companies made up 0.15% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #149 holding.
Hazlett, Burt & Watson first reported a position in Williams Companies in Q1 2022 and has held it in 18 quarters since.
1,831 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.