IFWM
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Institute for Wealth Management’s Williams Companies WMB Stock Holding History

Institute for 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 		$484K Sell
6,506
-101
-2% -$7.43K 0.04% 332
2026
Q1 		$481K Buy
6,607
+195
+3% +$13.5K 0.05% 332
2025
Q4 		$385K Buy
6,412
+279
+5% +$16.9K 0.04% 368
2025
Q3 		$389K Sell
6,133
-48
-0.8% -$2.82K 0.04% 388
2025
Q2 		$388K Buy
6,181
+82
+1% +$4.84K 0.04% 371
2025
Q1 		$364K Sell
6,099
-50
-0.8% -$2.86K 0.05% 366
2024
Q4 		$333K Buy
6,149
+50
+0.8% +$2.69K 0.04% 374
2024
Q3 		$278K Hold
6,099
– – 0.04% 434
2024
Q2 		$259K Buy
6,099
+111
+2% +$4.45K 0.03% 422
2024
Q1 		$233K Buy
+5,988
New +$213K 0.03% 447
2023
Q1 		– Sell
-6,180
Closed -$203K – 471
2022
Q4 		$203K Buy
+6,180
New +$201K 0.04% 430
2022
Q2 		– Sell
-6,180
Closed -$206K – 561
2022
Q1 		$206K Buy
+6,180
New +$189K 0.03% 509

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

Institute for Wealth Management's WMB Position: Q2 2026 in Review

Institute for Wealth Management reduced its Williams Companies (WMB) stake by 1.5% in Q2 2026, selling an estimated $7.43K and leaving 6,506 shares worth $484K. The position accounts for 0.04% of the portfolio, ranked #332.

Institute for Wealth Management first reported a position in WMB in Q1 2022 and has held it in 12 quarters since. 1,835 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Institute for Wealth Management held 6,506 shares of Williams Companies worth $484K as of Q2 2026.
  • Institute for Wealth Management sold 101 Williams Companies shares in Q2 2026, an estimated $7.43K.
  • Williams Companies made up 0.04% of Institute for Wealth Management's portfolio in Q2 2026, its #332 holding.
  • Institute for Wealth Management first reported a position in Williams Companies in Q1 2022 and has held it in 12 quarters since.
  • 1,835 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.