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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kelleher Financial Advisors's WMB Position: Q1 2026 in Review

Kelleher Financial Advisors opened a new position in Williams Companies (WMB) in Q1 2026: 25 shares worth $1.57K. The stake represents ﹤0.01% of the portfolio and ranks #631 among its holdings. This is a return to the name: Kelleher Financial Advisors previously reported a position in WMB as recently as Q3 2025.

Kelleher Financial Advisors first reported a position in WMB in Q2 2021 and has held it in 3 quarters since. The position peaked at $215K in Q2 2021. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Kelleher Financial Advisors held 25 shares of Williams Companies worth $1.57K as of Q1 2026.
  • Williams Companies was a new Kelleher Financial Advisors position in Q1 2026.
  • Williams Companies made up ﹤0.01% of Kelleher Financial Advisors's portfolio in Q1 2026, its #631 holding.
  • Kelleher Financial Advisors first reported a position in Williams Companies in Q2 2021 and has held it in 3 quarters since.
  • Kelleher Financial Advisors's Williams Companies position peaked at $215K in Q2 2021.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Kelleher Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.