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Independent Financial Group’s Williams Companies WMB Stock Holding History

Independent Financial 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 		$544K Buy
7,320
+1,084
+17% +$79.8K 0.01% 962
2026
Q1 		$454K Buy
6,236
+392
+7% +$27.1K 0.01% 975
2025
Q4 		$351K Sell
5,844
-813
-12% -$49.2K 0.01% 1075
2025
Q3 		$422K Buy
6,657
+257
+4% +$15.1K 0.01% 921
2025
Q2 		$402K Buy
6,400
+2,260
+55% +$133K 0.01% 880
2025
Q1 		$247K Sell
4,140
-8,023
-66% -$459K 0.01% 1016
2024
Q4 		$658K Sell
12,163
-8,318
-41% -$448K 0.02% 612
2024
Q3 		$935K Sell
20,481
-1,013
-5% -$44.5K 0.03% 461
2024
Q2 		$914K Sell
21,494
-332
-2% -$13.3K 0.04% 426
2024
Q1 		$851K Sell
21,826
-738
-3% -$26.2K 0.04% 419
2023
Q4 		$786K Sell
22,564
-1,015
-4% -$35.6K 0.04% 424
2023
Q3 		$794K Buy
23,579
+365
+2% +$12.5K 0.05% 375
2023
Q2 		$757K Buy
23,214
+673
+3% +$20.2K 0.05% 378
2023
Q1 		$673K Buy
22,541
+1,700
+8% +$52.5K 0.05% 383
2022
Q4 		$686K Buy
20,841
+833
+4% +$27.1K 0.06% 340
2022
Q3 		$573K Buy
20,008
+1,869
+10% +$60.9K 0.05% 358
2022
Q2 		$566K Buy
18,139
+1,490
+9% +$51.4K 0.06% 346
2022
Q1 		$556K Buy
16,649
+5,034
+43% +$154K 0.05% 399
2021
Q4 		$302K Buy
+11,615
New +$321K 0.03% 589

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 Financial Group's WMB Position: Q2 2026 in Review

Independent Financial Group increased its Williams Companies (WMB) stake by 17% in Q2 2026, buying an estimated $79.8K and bringing the position to 7,320 shares worth $544K. The position accounts for 0.01% of the portfolio, ranked #962.

Independent Financial Group first reported a position in WMB in Q4 2021 and has held it in 19 quarters since. The position peaked at $935K in Q3 2024. 1,824 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Independent Financial Group held 7,320 shares of Williams Companies worth $544K as of Q2 2026.
  • Independent Financial Group bought 1,084 Williams Companies shares in Q2 2026, an estimated $79.8K.
  • Williams Companies made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #962 holding.
  • Independent Financial Group first reported a position in Williams Companies in Q4 2021 and has held it in 19 quarters since.
  • Independent Financial Group's Williams Companies position peaked at $935K in Q3 2024.
  • 1,824 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.