J. Safra Asset Management’s Williams Companies WMB Stock Holding History

J. Safra Asset 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	$680K	Sell	9,148 -3,644	-28%	-$268K	0.03%	153
2026 Q1	$931K	Buy	12,792 +67	+0.5%	+$4.64K	0.05%	108
2025 Q4	$765K	Buy	12,725 +5,056	+66%	+$306K	0.04%	126
2025 Q3	$486K	Buy	7,669 +3,403	+80%	+$200K	0.03%	120
2025 Q2	$268K	Buy	4,266 +276	+7%	+$16.3K	0.02%	143
2025 Q1	$238K	Buy	+3,990	New	+$228K	0.02%	124

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 $3.38T AUM 44.17% 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

J. Safra Asset Management's WMB Position: Q2 2026 in Review

J. Safra Asset Management reduced its Williams Companies (WMB) stake by 28% in Q2 2026, selling an estimated $268K and leaving 9,148 shares worth $680K. The position accounts for 0.03% of the portfolio, ranked #153.

J. Safra Asset Management first reported a position in WMB in Q1 2025 and has held it in 6 quarters since. The position peaked at $931K in Q1 2026. 1,835 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

J. Safra Asset Management held 9,148 shares of Williams Companies worth $680K as of Q2 2026.
J. Safra Asset Management sold 3,644 Williams Companies shares in Q2 2026, an estimated $268K.
Williams Companies made up 0.03% of J. Safra Asset Management's portfolio in Q2 2026, its #153 holding.
J. Safra Asset Management first reported a position in Williams Companies in Q1 2025 and has held it in 6 quarters since.
J. Safra Asset Management's Williams Companies position peaked at $931K in Q1 2026.
1,835 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.