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Invested Advisors’s Williams Companies WMB Stock Holding History

Invested Advisors’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 		$227K Buy
3,051
+289
+10% +$21.3K 0.2% 135
2026
Q1 		$201K Buy
+2,762
New +$191K 0.2% 134

Other funds holding WMB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Invested Advisors's WMB Position: Q2 2026 in Review

Invested Advisors increased its Williams Companies (WMB) stake by 10% in Q2 2026, buying an estimated $21.3K and bringing the position to 3,051 shares worth $227K. The position accounts for 0.2% of the portfolio, ranked #135.

Invested Advisors first reported a position in WMB in Q1 2026 and has held it in 2 quarters since. 951 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Invested Advisors held 3,051 shares of Williams Companies worth $227K as of Q2 2026.
  • Invested Advisors bought 289 Williams Companies shares in Q2 2026, an estimated $21.3K.
  • Williams Companies made up 0.2% of Invested Advisors's portfolio in Q2 2026, its #135 holding.
  • Invested Advisors first reported a position in Williams Companies in Q1 2026 and has held it in 2 quarters since.
  • 951 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Invested Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.