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High Net Worth Advisory Group’s Williams Companies WMB Stock Holding History

High Net Worth Advisory Group’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 		$524K Buy
7,042
+66
+0.9% +$4.86K 0.11% 148
2026
Q1 		$508K Sell
6,976
-195
-3% -$13.5K 0.12% 142
2025
Q4 		$431K Sell
7,171
-84
-1% -$5.08K 0.1% 150
2025
Q3 		$460K Sell
7,255
-2,894
-29% -$170K 0.11% 142
2025
Q2 		$637K Buy
10,149
+6
+0.1% +$354 0.17% 111
2025
Q1 		$606K Buy
10,143
+5
+0% +$286 0.17% 111
2024
Q4 		$549K Sell
10,138
-1,100
-10% -$59.3K 0.15% 122
2024
Q3 		$513K Hold
11,238
– – 0.14% 126
2024
Q2 		$478K Sell
11,238
-1,967
-15% -$78.9K 0.14% 119
2024
Q1 		$515K Sell
13,205
-3,600
-21% -$128K 0.16% 118
2023
Q4 		$585K Buy
16,805
+1,250
+8% +$43.9K 0.22% 98
2023
Q3 		$524K Sell
15,555
-728
-4% -$24.8K 0.21% 102
2023
Q2 		$531K Buy
16,283
+3,653
+29% +$110K 0.21% 103
2023
Q1 		$377K Sell
12,630
-200
-2% -$6.18K 0.15% 126
2022
Q4 		$422K Sell
12,830
-1,607
-11% -$52.3K 0.16% 118
2022
Q3 		$413K Buy
14,437
+6,436
+80% +$210K 0.18% 117
2022
Q2 		$250K Buy
8,001
+6,613
+476% +$228K 0.1% 159
2022
Q1 		$46K Sell
1,388
-500
-26% -$15.3K 0.02% 350
2021
Q4 		$49K Buy
+1,888
New +$52.2K 0.02% 353

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

High Net Worth Advisory Group's WMB Position: Q2 2026 in Review

High Net Worth Advisory Group increased its Williams Companies (WMB) stake by 0.95% in Q2 2026, buying an estimated $4.86K and bringing the position to 7,042 shares worth $524K. The position accounts for 0.11% of the portfolio, ranked #148.

High Net Worth Advisory Group first reported a position in WMB in Q4 2021 and has held it in 19 quarters since. The position peaked at $637K in Q2 2025. 1,835 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • High Net Worth Advisory Group held 7,042 shares of Williams Companies worth $524K as of Q2 2026.
  • High Net Worth Advisory Group bought 66 Williams Companies shares in Q2 2026, an estimated $4.86K.
  • Williams Companies made up 0.11% of High Net Worth Advisory Group's portfolio in Q2 2026, its #148 holding.
  • High Net Worth Advisory Group first reported a position in Williams Companies in Q4 2021 and has held it in 19 quarters since.
  • High Net Worth Advisory Group's Williams Companies position peaked at $637K in Q2 2025.
  • 1,835 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.