IWM
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IHT Wealth Management’s Williams Companies WMB Stock Holding History

IHT 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 		$1.63M Buy
21,916
+5,427
+33% +$399K 0.03% 460
2026
Q1 		$1.2M Buy
16,489
+8,476
+106% +$587K 0.03% 517
2025
Q4 		$482K Sell
8,013
-784
-9% -$47.4K 0.01% 783
2025
Q3 		$557K Buy
8,797
+619
+8% +$36.3K 0.01% 700
2025
Q2 		$514K Sell
8,178
-1,542
-16% -$91K 0.01% 695
2025
Q1 		$581K Sell
9,720
-783
-7% -$44.8K 0.02% 621
2024
Q4 		$568K Sell
10,503
-7,198
-41% -$388K 0.02% 640
2024
Q3 		$811K Buy
17,701
+3,477
+24% +$153K 0.02% 563
2024
Q2 		$605K Buy
14,224
+1,057
+8% +$42.4K 0.02% 576
2024
Q1 		$513K Buy
13,167
+188
+1% +$6.68K 0.02% 627
2023
Q4 		$452K Buy
12,979
+3,705
+40% +$130K 0.02% 632
2023
Q3 		$312K Buy
9,274
+112
+1% +$3.82K 0.02% 720
2023
Q2 		$299K Sell
9,162
-1,401
-13% -$42K 0.02% 730
2023
Q1 		$315K Buy
10,563
+1,020
+11% +$31.5K 0.02% 683
2022
Q4 		$314K Buy
9,543
+873
+10% +$28.4K 0.02% 644
2022
Q3 		$248K Buy
8,670
+839
+11% +$27.3K 0.02% 695
2022
Q2 		$244K Buy
7,831
+231
+3% +$7.97K 0.02% 599
2022
Q1 		$254K Buy
+7,600
New +$232K 0.02% 630
2021
Q3 		– Sell
-41,361
Closed -$1.1M – 984
2021
Q2 		$1.1M Buy
+41,361
New +$1.06M 0.07% 302
2019
Q4 		– Sell
-11,669
Closed -$281K – 648
2019
Q3 		$281K Buy
+11,669
New +$294K 0.04% 442
2018
Q2 		– Sell
-779
Closed -$19K – 1376
2018
Q1 		$19K Buy
779
+7
+0.9% +$207 0.01% 1004
2017
Q4 		$25K Buy
772
+39
+5% +$1.13K 0.01% 924
2017
Q3 		$22K Sell
733
-406
-36% -$12.4K 0.01% 752
2017
Q2 		$20K Buy
1,139
+535
+89% +$15.9K 0.01% 785
2017
Q1 		$18K Buy
604
+6
+1% +$173 0.01% 690
2016
Q4 		$19K Buy
+598
New +$18K 0.01% 659

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

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

IHT Wealth Management increased its Williams Companies (WMB) stake by 33% in Q2 2026, buying an estimated $399K and bringing the position to 21,916 shares worth $1.63M. The position accounts for 0.03% of the portfolio, ranked #460.

IHT Wealth Management first reported a position in WMB in Q4 2016 and has held it in 26 quarters since. 1,833 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • IHT Wealth Management held 21,916 shares of Williams Companies worth $1.63M as of Q2 2026.
  • IHT Wealth Management bought 5,427 Williams Companies shares in Q2 2026, an estimated $399K.
  • Williams Companies made up 0.03% of IHT Wealth Management's portfolio in Q2 2026, its #460 holding.
  • IHT Wealth Management first reported a position in Williams Companies in Q4 2016 and has held it in 26 quarters since.
  • 1,833 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.