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Kelleher Financial Advisors’s Williams Companies WMB Stock Holding History

Kelleher Financial 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 		– Sell
-25
Closed -$1.57K – 924
2026
Q1 		$1.57K Buy
+25
New +$1.73K ﹤0.01% 631
2025
Q4 		– Sell
-25
Closed -$1.58K – 739
2025
Q3 		$1.58K Buy
+25
New +$1.47K ﹤0.01% 588
2021
Q3 		– Sell
-8,136
Closed -$215K – 156
2021
Q2 		$215K Buy
+8,136
New +$208K 0.12% 113

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

Kelleher Financial Advisors's WMB Position: Q2 2026 in Review

Kelleher Financial Advisors sold out of Williams Companies (WMB) in Q2 2026, closing a stake of 25 shares — an estimated $1.57K sold.

Kelleher Financial Advisors first reported a position in WMB in Q2 2021 and held it in 3 quarters. The position peaked at $215K in Q2 2021. 1,835 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Kelleher Financial Advisors reported no remaining Williams Companies position as of Q2 2026 after selling out during the quarter.
  • Kelleher Financial Advisors sold 25 Williams Companies shares in Q2 2026, an estimated $1.57K.
  • Kelleher Financial Advisors first reported a position in Williams Companies in Q2 2021 and held it in 3 quarters.
  • Kelleher Financial Advisors's Williams Companies position peaked at $215K in Q2 2021.
  • 1,835 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.