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Heartland Bank & Trust’s Williams Companies WMB Stock Holding History

Heartland Bank & Trust’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 		$903K Sell
12,153
-141
-1% -$10.4K 0.19% 86
2026
Q1 		$895K Buy
12,294
+335
+3% +$23.2K 0.2% 85
2025
Q4 		$719K Sell
11,959
-135
-1% -$8.16K 0.3% 74
2025
Q3 		$766K Buy
12,094
+159
+1% +$9.33K 0.32% 69
2025
Q2 		$750K Buy
+11,935
New +$705K 0.35% 69
2021
Q2 		– Sell
-11,643
Closed -$276K – 159
2021
Q1 		$276K Sell
11,643
-1,073
-8% -$24.4K 0.25% 96
2020
Q4 		$255K Buy
+12,716
New +$258K 0.23% 100

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

Heartland Bank & Trust's WMB Position: Q2 2026 in Review

Heartland Bank & Trust reduced its Williams Companies (WMB) stake by 1.1% in Q2 2026, selling an estimated $10.4K and leaving 12,153 shares worth $903K. The position accounts for 0.19% of the portfolio, ranked #86.

Heartland Bank & Trust first reported a position in WMB in Q4 2020 and has held it in 7 quarters since. 1,836 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Heartland Bank & Trust held 12,153 shares of Williams Companies worth $903K as of Q2 2026.
  • Heartland Bank & Trust sold 141 Williams Companies shares in Q2 2026, an estimated $10.4K.
  • Williams Companies made up 0.19% of Heartland Bank & Trust's portfolio in Q2 2026, its #86 holding.
  • Heartland Bank & Trust first reported a position in Williams Companies in Q4 2020 and has held it in 7 quarters since.
  • 1,836 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Heartland Bank & Trust's 13F filing for Q2 2026, filed 12 Aug 2026.