Insigneo Advisory Services’s Williams Companies WMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$557K Sell
7,488
-699
-9% -$51.4K 0.02% 463
2026
Q1
$596K Buy
8,187
+1,291
+19% +$89.4K 0.04% 331
2025
Q4
$415K Sell
6,896
-92
-1% -$5.56K 0.03% 412
2025
Q3
$443K Sell
6,988
-186
-3% -$10.9K 0.03% 395
2025
Q2
$451K Sell
7,174
-1,023
-12% -$60.4K 0.04% 364
2025
Q1
$490K Buy
8,197
+945
+13% +$54.1K 0.05% 314
2024
Q4
$392K Sell
7,252
-4,182
-37% -$225K 0.04% 349
2024
Q3
$522K Sell
11,434
-745
-6% -$32.7K 0.05% 308
2024
Q2
$502K Buy
12,179
+215
+2% +$8.62K 0.06% 293
2024
Q1
$466K Buy
11,964
+1,749
+17% +$62.1K 0.06% 277
2023
Q4
$356K Sell
10,215
-261
-2% -$9.16K 0.05% 299
2023
Q3
$353K Buy
10,476
+298
+3% +$10.2K 0.07% 249
2023
Q2
$332K Buy
+10,178
New +$305K 0.06% 269

Other funds holding WMB

Insigneo Advisory Services's WMB Position: Q2 2026 in Review

Insigneo Advisory Services reduced its Williams Companies (WMB) stake by 8.5% in Q2 2026, selling an estimated $51.4K and leaving 7,488 shares worth $557K. The position accounts for 0.02% of the portfolio, ranked #463.

Insigneo Advisory Services first reported a position in WMB in Q2 2023 and has held it in 13 quarters since. The position peaked at $596K in Q1 2026. 1,835 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Insigneo Advisory Services held 7,488 shares of Williams Companies worth $557K as of Q2 2026.
  • Insigneo Advisory Services sold 699 Williams Companies shares in Q2 2026, an estimated $51.4K.
  • Williams Companies made up 0.02% of Insigneo Advisory Services's portfolio in Q2 2026, its #463 holding.
  • Insigneo Advisory Services first reported a position in Williams Companies in Q2 2023 and has held it in 13 quarters since.
  • Insigneo Advisory Services's Williams Companies position peaked at $596K in Q1 2026.
  • 1,835 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.