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IBEX Wealth Advisors’s Williams Companies WMB Stock Holding History

IBEX Wealth Advisors’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 		$26.6M Buy
357,365
+1,075
+0.3% +$79.1K 2.08% 7
2026
Q1 		$25.9M Buy
356,290
+9,572
+3% +$663K 2.41% 6
2025
Q4 		$20.8M Sell
346,718
-2,396
-0.7% -$145K 2.04% 8
2025
Q3 		$22.1M Buy
349,114
+2,325
+0.7% +$136K 2.12% 7
2025
Q2 		$21.8M Buy
346,789
+6,502
+2% +$384K 2.32% 6
2025
Q1 		$20.3M Buy
340,287
+2,954
+0.9% +$169K 2.69% 5
2024
Q4 		$18.3M Buy
+337,333
New +$18.2M 2.15% 6
2024
Q3 		– Sell
-321,569
Closed -$13.7M – 278
2024
Q2 		$13.7M Sell
321,569
-2,994
-0.9% -$120K 2.13% 8
2024
Q1 		$10.7M Buy
324,563
+8,563
+3% +$304K 2.89% 6
2023
Q4 		$11M Buy
316,000
+543
+0.2% +$19.1K 2.39% 7
2023
Q3 		$10.6M Buy
+315,457
New +$10.8M 2.71% 6
2023
Q1 		$9.91M Buy
331,893
+7,330
+2% +$226K 2.57% 7
2022
Q4 		$10.7M Sell
324,563
-863
-0.3% -$28.1K 2.41% 6
2022
Q3 		$9.32M Buy
325,426
+99,316
+44% +$3.24M 2.42% 7
2022
Q2 		$7.06M Buy
226,110
+7,205
+3% +$249K 1.63% 16
2022
Q1 		$7.31M Buy
218,905
+29,683
+16% +$907K 1.4% 22
2021
Q4 		$4.93M Buy
+189,222
New +$5.23M 0.87% 35
2020
Q4 		– Sell
-101,027
Closed -$1.99M – 110
2020
Q3 		$1.99M Sell
101,027
-1,082
-1% -$22K 0.58% 65
2020
Q2 		$1.94M Sell
102,109
-7,580
-7% -$141K 0.62% 65
2020
Q1 		$1.55M Buy
+109,689
New +$2.12M 0.6% 69
2019
Q4 		– Sell
-34,686
Closed -$835K – 112
2019
Q3 		$835K Buy
34,686
+351
+1% +$8.85K 0.28% 86
2019
Q2 		$962K Buy
34,335
+2,435
+8% +$67.7K 0.28% 104
2019
Q1 		$916K Buy
+31,900
New +$855K 0.32% 89
2018
Q4 		– Sell
-68,278
Closed -$1.89M – 103
2018
Q3 		$1.89M Buy
+68,278
New +$1.98M 0.68% 62

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

IBEX Wealth Advisors's WMB Position: Q2 2026 in Review

IBEX Wealth Advisors increased its Williams Companies (WMB) stake by 0.3% in Q2 2026, buying an estimated $79.1K and bringing the position to 357,365 shares worth $26.6M. The position accounts for 2.08% of the portfolio, ranked #7.

IBEX Wealth Advisors first reported a position in WMB in Q3 2018 and has held it in 24 quarters since. 1,831 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • IBEX Wealth Advisors held 357,365 shares of Williams Companies worth $26.6M as of Q2 2026.
  • IBEX Wealth Advisors bought 1,075 Williams Companies shares in Q2 2026, an estimated $79.1K.
  • Williams Companies made up 2.08% of IBEX Wealth Advisors's portfolio in Q2 2026, its #7 holding.
  • IBEX Wealth Advisors first reported a position in Williams Companies in Q3 2018 and has held it in 24 quarters since.
  • 1,831 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.