Key Financial Inc’s Williams Companies WMB Stock Holding History

Key Financial Inc’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	$18.7K	Hold	251	–	–	﹤0.01%	741
2026 Q1	$18.3K	Hold	251	–	–	﹤0.01%	746
2025 Q4	$15.1K	Sell	251 -39	-13%	-$2.36K	﹤0.01%	781
2025 Q3	$18.5K	Hold	290	–	–	﹤0.01%	723
2025 Q2	$18.2K	Hold	290	–	–	﹤0.01%	713
2025 Q1	$17.3K	Hold	290	–	–	﹤0.01%	698
2024 Q4	$15.7K	Buy	290 +39	+16%	+$2.1K	﹤0.01%	717
2024 Q3	$11.5K	Buy	251 +32	+15%	+$1.41K	﹤0.01%	758
2024 Q2	$9.31K	Buy	219 +142	+184%	+$5.7K	﹤0.01%	798
2024 Q1	$3K	Hold	77	–	–	﹤0.01%	1046
2023 Q4	$2.68K	Hold	77	–	–	﹤0.01%	1060
2023 Q3	$2.59K	Hold	77	–	–	﹤0.01%	1078
2023 Q2	$2.51K	Hold	77	–	–	﹤0.01%	1133
2023 Q1	$2.3K	Hold	77	–	–	﹤0.01%	938
2022 Q4	$2.21K	Hold	77	–	–	﹤0.01%	940
2022 Q3	$2K	Hold	77	–	–	﹤0.01%	987
2022 Q2	$2K	Hold	77	–	–	﹤0.01%	971
2022 Q1	$3K	Hold	77	–	–	﹤0.01%	898
2021 Q4	$2K	Hold	77	–	–	﹤0.01%	856
2021 Q3	$2K	Buy	+77	New	+$1.94K	﹤0.01%	834

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

Key Financial Inc's WMB Position: Q2 2026 in Review

Key Financial Inc held its Williams Companies (WMB) position steady in Q2 2026 at 251 shares worth $18.7K. The position accounts for ﹤0.01% of the portfolio, ranked #741.

Key Financial Inc first reported a position in WMB in Q3 2021 and has held it in 20 quarters since. 1,820 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Key Financial Inc held 251 shares of Williams Companies worth $18.7K as of Q2 2026.
Key Financial Inc left its Williams Companies share count unchanged in Q2 2026.
Williams Companies made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #741 holding.
Key Financial Inc first reported a position in Williams Companies in Q3 2021 and has held it in 20 quarters since.
1,820 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.