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Kingswood Wealth Advisors’s Williams Companies WMB Stock Holding History

Kingswood Wealth 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 		$1M Sell
13,512
-1,016
-7% -$74.8K 0.04% 407
2026
Q1 		$1.06M Buy
14,528
+908
+7% +$62.9K 0.05% 369
2025
Q4 		$819K Buy
13,620
+3,780
+38% +$229K 0.04% 388
2025
Q3 		$623K Sell
9,840
-10,210
-51% -$599K 0.04% 426
2025
Q2 		$1.26M Sell
20,050
-946
-5% -$55.9K 0.1% 219
2025
Q1 		$1.25M Buy
20,996
+627
+3% +$35.9K 0.11% 210
2024
Q4 		$1.1M Sell
20,369
-880
-4% -$47.4K 0.08% 249
2024
Q3 		$970K Buy
21,249
+1,095
+5% +$48.1K 0.07% 302
2024
Q2 		$857K Buy
20,154
+1,946
+11% +$78.1K 0.08% 265
2024
Q1 		$710K Sell
18,208
-12,611
-41% -$448K 0.08% 267
2023
Q4 		$1.07M Buy
30,819
+16,699
+118% +$586K 0.12% 184
2023
Q3 		$476K Buy
14,120
+2,064
+17% +$70.4K 0.08% 256
2023
Q2 		$393K Buy
+12,056
New +$362K 0.13% 164

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

Kingswood Wealth Advisors's WMB Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Williams Companies (WMB) stake by 7% in Q2 2026, selling an estimated $74.8K and leaving 13,512 shares worth $1M. The position accounts for 0.04% of the portfolio, ranked #407.

Kingswood Wealth Advisors first reported a position in WMB in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.26M in Q2 2025. 1,835 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Kingswood Wealth Advisors held 13,512 shares of Williams Companies worth $1M as of Q2 2026.
  • Kingswood Wealth Advisors sold 1,016 Williams Companies shares in Q2 2026, an estimated $74.8K.
  • Williams Companies made up 0.04% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #407 holding.
  • Kingswood Wealth Advisors first reported a position in Williams Companies in Q2 2023 and has held it in 13 quarters since.
  • Kingswood Wealth Advisors's Williams Companies position peaked at $1.26M in Q2 2025.
  • 1,835 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.