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IMG Wealth Management’s Williams Companies WMB Stock Holding History

IMG 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 		$149 Buy
+2
New +$147 ﹤0.01% 559
2026
Q1 		– Sell
-152
Closed -$9.14K – 624
2025
Q4 		$9.14K Sell
152
-35
-19% -$2.12K 0.01% 328
2025
Q3 		$11.8K Buy
187
+35
+23% +$2.05K 0.01% 247
2025
Q2 		$9.55K Buy
+152
New +$8.97K 0.01% 270

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 $3.38T AUM 44.17% 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

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

IMG Wealth Management opened a new position in Williams Companies (WMB) in Q2 2026: 2 shares worth $149. The stake represents ﹤0.01% of the portfolio and ranks #559 among its holdings. This is a return to the name: IMG Wealth Management previously reported a position in WMB as recently as Q4 2025.

IMG Wealth Management first reported a position in WMB in Q2 2025 and has held it in 4 quarters since. The position peaked at $11.8K in Q3 2025. 1,835 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • IMG Wealth Management held 2 shares of Williams Companies worth $149 as of Q2 2026.
  • Williams Companies was a new IMG Wealth Management position in Q2 2026.
  • Williams Companies made up ﹤0.01% of IMG Wealth Management's portfolio in Q2 2026, its #559 holding.
  • IMG Wealth Management first reported a position in Williams Companies in Q2 2025 and has held it in 4 quarters since.
  • IMG Wealth Management's Williams Companies position peaked at $11.8K in Q3 2025.
  • 1,835 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.