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Independent Advisor Alliance’s Williams Companies WMB Stock Holding History

Independent Advisor Alliance’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 		$1.47M Sell
19,735
-92
-0.5% -$6.77K 0.03% 351
2026
Q1 		$1.44M Buy
19,827
+796
+4% +$55.1K 0.02% 662
2025
Q4 		$1.14M Sell
19,031
-306
-2% -$18.5K 0.03% 432
2025
Q3 		$1.23M Sell
19,337
-65
-0.3% -$3.81K 0.03% 397
2025
Q2 		$1.22M Buy
19,402
+423
+2% +$25K 0.04% 370
2025
Q1 		$1.13M Sell
18,979
-253
-1% -$14.5K 0.04% 354
2024
Q4 		$1.04M Buy
19,232
+5,138
+36% +$277K 0.01% 722
2024
Q3 		$643K Buy
14,094
+2,114
+18% +$92.9K 0.02% 406
2024
Q2 		$509K Sell
11,980
-7
-0.1% -$281 0.02% 461
2024
Q1 		$467K Sell
11,987
-1,182
-9% -$42K 0.02% 467
2023
Q4 		$459K Buy
13,169
+3,770
+40% +$132K 0.02% 458
2023
Q3 		$317K Sell
9,399
-5,623
-37% -$192K 0.01% 510
2023
Q2 		$490K Sell
15,022
-224
-1% -$6.72K 0.02% 433
2023
Q1 		$455K Sell
15,246
-15,427
-50% -$477K 0.02% 440
2022
Q4 		$573K Buy
30,673
+15,965
+109% +$520K 0.2% 72
2022
Q3 		$421K Buy
14,708
+309
+2% +$10.1K 0.02% 412
2022
Q2 		$449K Buy
14,399
+873
+6% +$30.1K 0.03% 395
2022
Q1 		$452K Sell
13,526
-574
-4% -$17.5K 0.02% 417
2021
Q4 		$367K Sell
14,100
-9,914
-41% -$274K 0.02% 471
2021
Q3 		$623K Buy
24,014
+11,561
+93% +$291K 0.03% 331
2021
Q2 		$331K Sell
12,453
-1,296
-9% -$33.2K 0.02% 486
2021
Q1 		$326K Sell
13,749
-5,241
-28% -$119K 0.02% 468
2020
Q4 		$381K Buy
18,990
+1,095
+6% +$22.2K 0.03% 401
2020
Q3 		$352K Buy
+17,895
New +$364K 0.03% 359
2018
Q4 		– Sell
-17,049
Closed -$424K – 466
2018
Q3 		$424K Buy
+17,049
New +$495K 0.08% 214

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

Independent Advisor Alliance's WMB Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Williams Companies (WMB) stake by 0.46% in Q2 2026, selling an estimated $6.77K and leaving 19,735 shares worth $1.47M. The position accounts for 0.03% of the portfolio, ranked #351.

Independent Advisor Alliance first reported a position in WMB in Q3 2018 and has held it in 25 quarters since. 1,824 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Independent Advisor Alliance held 19,735 shares of Williams Companies worth $1.47M as of Q2 2026.
  • Independent Advisor Alliance sold 92 Williams Companies shares in Q2 2026, an estimated $6.77K.
  • Williams Companies made up 0.03% of Independent Advisor Alliance's portfolio in Q2 2026, its #351 holding.
  • Independent Advisor Alliance first reported a position in Williams Companies in Q3 2018 and has held it in 25 quarters since.
  • 1,824 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.