HighMark Wealth Management’s Williams Companies WMB Stock Holding History

HighMark Wealth Management’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	$15.2K	Sell	205 -43	-17%	-$3.16K	0.01%	273
2026 Q1	$18K	Hold	248	–	–	0.01%	236
2025 Q4	$14.9K	Buy	248 +47	+23%	+$2.84K	0.01%	273
2025 Q3	$12.7K	Sell	201 -15	-7%	-$880	0.01%	273
2025 Q2	$13.6K	Sell	216 -10	-4%	-$590	0.01%	267
2025 Q1	$13.5K	Buy	+226	New	+$12.9K	0.01%	241
2020 Q1	–	Sell	-507	Closed	-$12K	–	426
2019 Q4	$12K	Buy	+507	New	+$11.6K	0.01%	185

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

HighMark Wealth Management's WMB Position: Q2 2026 in Review

HighMark Wealth Management reduced its Williams Companies (WMB) stake by 17% in Q2 2026, selling an estimated $3.16K and leaving 205 shares worth $15.2K. The position accounts for 0.01% of the portfolio, ranked #273.

HighMark Wealth Management first reported a position in WMB in Q4 2019 and has held it in 7 quarters since. The position peaked at $18K in Q1 2026. 1,827 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

HighMark Wealth Management held 205 shares of Williams Companies worth $15.2K as of Q2 2026.
HighMark Wealth Management sold 43 Williams Companies shares in Q2 2026, an estimated $3.16K.
Williams Companies made up 0.01% of HighMark Wealth Management's portfolio in Q2 2026, its #273 holding.
HighMark Wealth Management first reported a position in Williams Companies in Q4 2019 and has held it in 7 quarters since.
HighMark Wealth Management's Williams Companies position peaked at $18K in Q1 2026.
1,827 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.