HFO
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Heritage Family Offices’s Williams Companies WMB Stock Holding History

Heritage Family Offices’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 		$978K Sell
13,158
-5,748
-30% -$423K 0.38% 63
2026
Q1 		$1.38M Buy
18,906
+3,716
+24% +$257K 0.61% 37
2025
Q4 		$913K Buy
+15,190
New +$918K 0.41% 60

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

Heritage Family Offices's WMB Position: Q2 2026 in Review

Heritage Family Offices reduced its Williams Companies (WMB) stake by 30% in Q2 2026, selling an estimated $423K and leaving 13,158 shares worth $978K. The position accounts for 0.38% of the portfolio, ranked #63.

Heritage Family Offices first reported a position in WMB in Q4 2025 and has held it in 3 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.

  • Heritage Family Offices held 13,158 shares of Williams Companies worth $978K as of Q2 2026.
  • Heritage Family Offices sold 5,748 Williams Companies shares in Q2 2026, an estimated $423K.
  • Williams Companies made up 0.38% of Heritage Family Offices's portfolio in Q2 2026, its #63 holding.
  • Heritage Family Offices first reported a position in Williams Companies in Q4 2025 and has held it in 3 quarters since.
  • Heritage Family Offices'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 Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.