Klingman & Associates’s Williams Companies WMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$284K Buy
3,822
+79
+2% +$5.81K 0.01% 278
2026
Q1
$272K Buy
3,743
+159
+4% +$11K 0.01% 275
2025
Q4
$215K Buy
+3,584
New +$217K 0.01% 305
2025
Q3
Sell
-3,484
Closed -$219K 342
2025
Q2
$219K Buy
+3,484
New +$206K 0.01% 287

Other funds holding WMB

Klingman & Associates's WMB Position: Q2 2026 in Review

Klingman & Associates increased its Williams Companies (WMB) stake by 2.1% in Q2 2026, buying an estimated $5.81K and bringing the position to 3,822 shares worth $284K. The position accounts for 0.01% of the portfolio, ranked #278.

Klingman & Associates first reported a position in WMB in Q2 2025 and has held it in 4 quarters since. 1,830 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Klingman & Associates held 3,822 shares of Williams Companies worth $284K as of Q2 2026.
  • Klingman & Associates bought 79 Williams Companies shares in Q2 2026, an estimated $5.81K.
  • Williams Companies made up 0.01% of Klingman & Associates's portfolio in Q2 2026, its #278 holding.
  • Klingman & Associates first reported a position in Williams Companies in Q2 2025 and has held it in 4 quarters since.
  • 1,830 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.