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Integrated Wealth Concepts’s Williams Companies WMB Stock Holding History

Integrated Wealth Concepts’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 		$3.57M Buy
48,052
+1,272
+3% +$93.6K 0.02% 616
2026
Q1 		$3.4M Buy
46,780
+36,353
+349% +$2.52M 0.03% 559
2025
Q4 		$627K Sell
10,427
-35,503
-77% -$2.15M 0.01% 983
2025
Q3 		$2.91M Sell
45,930
-7,423
-14% -$436K 0.03% 542
2025
Q2 		$3.35M Buy
53,353
+11,792
+28% +$696K 0.03% 458
2025
Q1 		$2.48M Buy
41,561
+1,361
+3% +$77.9K 0.03% 523
2024
Q4 		$2.18M Sell
40,200
-35,117
-47% -$1.89M 0.03% 529
2024
Q3 		$3.44M Sell
75,317
-388
-0.5% -$17.1K 0.04% 378
2024
Q2 		$3.22M Sell
75,705
-355
-0.5% -$14.2K 0.04% 369
2024
Q1 		$2.96M Buy
76,060
+4,215
+6% +$150K 0.04% 389
2023
Q4 		$2.5M Buy
71,845
+4,324
+6% +$152K 0.04% 405
2023
Q3 		$2.27M Sell
67,521
-4,349
-6% -$148K 0.04% 414
2023
Q2 		$2.35M Buy
71,870
+5,071
+8% +$152K 0.04% 402
2023
Q1 		$2M Buy
66,799
+49,214
+280% +$1.52M 0.04% 412
2022
Q4 		$579K Buy
17,585
+769
+5% +$25K 0.02% 617
2022
Q3 		$481K Buy
16,816
+18
+0.1% +$586 0.02% 601
2022
Q2 		$524K Buy
16,798
+2,880
+21% +$99.4K 0.02% 589
2022
Q1 		$465K Buy
13,918
+1,043
+8% +$31.9K 0.01% 590
2021
Q4 		$335K Buy
12,875
+3,794
+42% +$105K 0.01% 732
2021
Q3 		$236K Buy
+9,081
New +$229K 0.01% 828

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

Integrated Wealth Concepts's WMB Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Williams Companies (WMB) stake by 2.7% in Q2 2026, buying an estimated $93.6K and bringing the position to 48,052 shares worth $3.57M. The position accounts for 0.02% of the portfolio, ranked #616.

Integrated Wealth Concepts first reported a position in WMB in Q3 2021 and has held it in 20 quarters since. 1,833 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Integrated Wealth Concepts held 48,052 shares of Williams Companies worth $3.57M as of Q2 2026.
  • Integrated Wealth Concepts bought 1,272 Williams Companies shares in Q2 2026, an estimated $93.6K.
  • Williams Companies made up 0.02% of Integrated Wealth Concepts's portfolio in Q2 2026, its #616 holding.
  • Integrated Wealth Concepts first reported a position in Williams Companies in Q3 2021 and has held it in 20 quarters since.
  • 1,833 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.