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Kestra Investment Management’s Williams Companies WMB Stock Holding History

Kestra Investment 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 		$366K Buy
4,925
+41
+0.8% +$3.02K 0.01% 372
2026
Q1 		$355K Buy
+4,884
New +$338K 0.01% 330
2025
Q3 		– Sell
-5,580
Closed -$350K – 753
2025
Q2 		$350K Sell
5,580
-1,659
-23% -$97.9K 0.01% 341
2025
Q1 		$433K Sell
7,239
-4,649
-39% -$266K 0.01% 282
2024
Q4 		$643K Sell
11,888
-10,011
-46% -$539K 0.03% 194
2024
Q3 		$1,000K Buy
+21,899
New +$963K 0.04% 123

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

Kestra Investment Management's WMB Position: Q2 2026 in Review

Kestra Investment Management increased its Williams Companies (WMB) stake by 0.84% in Q2 2026, buying an estimated $3.02K and bringing the position to 4,925 shares worth $366K. The position accounts for 0.01% of the portfolio, ranked #372.

Kestra Investment Management first reported a position in WMB in Q3 2024 and has held it in 6 quarters since. The position peaked at $1,000K in Q3 2024. 1,835 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Kestra Investment Management held 4,925 shares of Williams Companies worth $366K as of Q2 2026.
  • Kestra Investment Management bought 41 Williams Companies shares in Q2 2026, an estimated $3.02K.
  • Williams Companies made up 0.01% of Kestra Investment Management's portfolio in Q2 2026, its #372 holding.
  • Kestra Investment Management first reported a position in Williams Companies in Q3 2024 and has held it in 6 quarters since.
  • Kestra Investment Management's Williams Companies position peaked at $1,000K in Q3 2024.
  • 1,835 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.