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HighPoint Advisor Group’s Williams Companies WMB Stock Holding History

HighPoint Advisor 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 		$563K Hold
7,571
– – 0.02% 437
2026
Q1 		$551K Sell
7,571
-31,920
-81% -$2.21M 0.02% 403
2025
Q4 		$2.37M Buy
39,491
+7,352
+23% +$445K 0.05% 291
2025
Q3 		$2.04M Buy
32,139
+336
+1% +$19.7K 0.1% 158
2025
Q2 		$2M Sell
31,803
-738
-2% -$43.6K 0.11% 155
2025
Q1 		$1.94M Buy
32,541
+1,033
+3% +$59.1K 0.11% 145
2024
Q4 		$1.74M Sell
31,508
-1,726
-5% -$93K 0.09% 170
2024
Q3 		$1.71M Sell
33,234
-1,776
-5% -$78.1K 0.1% 163
2024
Q2 		$1.5M Buy
35,010
+2,395
+7% +$96.1K 0.09% 171
2024
Q1 		$1.29M Sell
32,615
-2,365
-7% -$84K 0.09% 175
2023
Q4 		$1.34M Buy
+34,980
New +$1.23M 0.1% 177
2022
Q2 		$739K Buy
+24,854
New +$858K 0.08% 199
2021
Q3 		$533K Buy
20,548
+684
+3% +$17.2K 0.05% 294
2021
Q2 		$527K Buy
19,864
+4,905
+33% +$126K 0.05% 286
2021
Q1 		$353K Sell
14,959
-160
-1% -$3.63K 0.04% 341
2020
Q4 		$337K Buy
+15,119
New +$306K 0.04% 330
2019
Q2 		– Sell
-14,100
Closed -$388K – 503
2019
Q1 		$388K Buy
14,100
+282
+2% +$7.56K 0.1% 193
2018
Q4 		$378K Buy
+13,818
New +$346K 0.1% 194
2018
Q3 		– Sell
-10,096
Closed -$303K – 367
2018
Q2 		$303K Buy
+10,096
New +$266K 0.08% 229

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

HighPoint Advisor Group's WMB Position: Q2 2026 in Review

HighPoint Advisor Group held its Williams Companies (WMB) position steady in Q2 2026 at 7,571 shares worth $563K. The position accounts for 0.02% of the portfolio, ranked #437.

HighPoint Advisor Group first reported a position in WMB in Q2 2018 and has held it in 19 quarters since. The position peaked at $2.37M in Q4 2025. 1,824 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • HighPoint Advisor Group held 7,571 shares of Williams Companies worth $563K as of Q2 2026.
  • HighPoint Advisor Group left its Williams Companies share count unchanged in Q2 2026.
  • Williams Companies made up 0.02% of HighPoint Advisor Group's portfolio in Q2 2026, its #437 holding.
  • HighPoint Advisor Group first reported a position in Williams Companies in Q2 2018 and has held it in 19 quarters since.
  • HighPoint Advisor Group's Williams Companies position peaked at $2.37M in Q4 2025.
  • 1,824 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on HighPoint Advisor Group's 13F filing for Q2 2026, filed 5 Aug 2026.