IronBridge Private Wealth’s Williams Companies WMB Stock Holding History

IronBridge Private Wealth’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	–	Sell	-4,157	Closed	-$303K	–	51
2026 Q1	$303K	Hold	4,157	–	–	0.1%	39
2025 Q4	$263K	Hold	4,157	–	–	0.08%	42
2025 Q3	$263K	Hold	4,157	–	–	0.08%	43
2025 Q2	$261K	Hold	4,157	–	–	0.09%	35
2025 Q1	$248K	Hold	4,157	–	–	0.1%	44
2024 Q4	$225K	Buy	+4,157	New	+$224K	0.08%	47
2022 Q1	–	Sell	-2,095	Closed	-$55K	–	300
2021 Q4	$55K	Hold	2,095	–	–	0.03%	66
2021 Q3	$54K	Hold	2,095	–	–	0.03%	55
2021 Q2	$56K	Hold	2,095	–	–	0.03%	59
2021 Q1	$50K	Buy	+2,095	New	+$47.6K	0.03%	61

Other funds holding WMB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

IronBridge Private Wealth's WMB Position: Q2 2026 in Review

IronBridge Private Wealth sold out of Williams Companies (WMB) in Q2 2026, closing a stake of 4,157 shares — an estimated $303K sold.

IronBridge Private Wealth first reported a position in WMB in Q1 2021 and held it in 10 quarters. The position peaked at $303K in Q1 2026. 1,833 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

IronBridge Private Wealth reported no remaining Williams Companies position as of Q2 2026 after selling out during the quarter.
IronBridge Private Wealth sold 4,157 Williams Companies shares in Q2 2026, an estimated $303K.
IronBridge Private Wealth first reported a position in Williams Companies in Q1 2021 and held it in 10 quarters.
IronBridge Private Wealth's Williams Companies position peaked at $303K in Q1 2026.
1,833 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on IronBridge Private Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.