HNW
WMB icon

High Note Wealth’s Williams Companies WMB Stock Holding History

High Note Wealth’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 		$36K Sell
484
-499
-51% -$36.7K 0.01% 227
2026
Q1 		$71.5K Buy
983
+531
+117% +$36.8K 0.01% 178
2025
Q4 		$27.2K Buy
452
+5
+1% +$302 0.01% 241
2025
Q3 		$28.3K Buy
447
+3
+0.7% +$176 0.01% 222
2025
Q2 		$27.9K Hold
444
– – 0.01% 216
2025
Q1 		$26.5K Hold
444
– – 0.01% 217
2024
Q4 		$24K Buy
+444
New +$23.9K 0.01% 219

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

High Note Wealth's WMB Position: Q2 2026 in Review

High Note Wealth reduced its Williams Companies (WMB) stake by 51% in Q2 2026, selling an estimated $36.7K and leaving 484 shares worth $36K. The position accounts for 0.01% of the portfolio, ranked #227.

High Note Wealth first reported a position in WMB in Q4 2024 and has held it in 7 quarters since. The position peaked at $71.5K in Q1 2026. 1,830 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • High Note Wealth held 484 shares of Williams Companies worth $36K as of Q2 2026.
  • High Note Wealth sold 499 Williams Companies shares in Q2 2026, an estimated $36.7K.
  • Williams Companies made up 0.01% of High Note Wealth's portfolio in Q2 2026, its #227 holding.
  • High Note Wealth first reported a position in Williams Companies in Q4 2024 and has held it in 7 quarters since.
  • High Note Wealth's Williams Companies position peaked at $71.5K in Q1 2026.
  • 1,830 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.