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Kovack Advisors’s Williams Companies WMB Stock Holding History

Kovack 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
2014
Q4 		– Sell
-5
Closed -$1K – 189
2014
Q3 		$1K Sell
5
-3
-38% -$172 ﹤0.01% 120
2014
Q2 		$4K Sell
8
-30
-79% -$1.39K 0.01% 106
2014
Q1 		$9K Sell
38
-26
-41% -$1.05K 0.03% 71
2013
Q4 		$10K Sell
64
-20
-24% -$719 0.05% 62
2013
Q3 		$11K Sell
84
-13
-13% -$456 0.06% 58
2013
Q2 		$6K Buy
+97
New +$3.49K 0.04% 53

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 $3.37T AUM 44.26% 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

Kovack Advisors's WMB Position: Q2 2026 in Review

Kovack Advisors reduced its Williams Companies (WMB) stake by 11% in Q2 2026, selling an estimated $52.4K and leaving 5,685 shares worth $415K. The position accounts for 0.02% of the portfolio, ranked #683.

Kovack Advisors first reported a position in WMB in Q2 2013 and has held it in 19 quarters since. The position peaked at $547K in Q4 2013. 1,831 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Kovack Advisors held 5,685 shares of Williams Companies worth $415K as of Q2 2026.
  • Kovack Advisors sold 712 Williams Companies shares in Q2 2026, an estimated $52.4K.
  • Williams Companies made up 0.02% of Kovack Advisors's portfolio in Q2 2026, its #683 holding.
  • Kovack Advisors first reported a position in Williams Companies in Q2 2013 and has held it in 19 quarters since.
  • Kovack Advisors's Williams Companies position peaked at $547K in Q4 2013.
  • 1,831 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.