KPP Advisory Services’s Williams Companies WMB Stock Holding History

KPP Advisory Services’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	$670K	Sell	9,016 -100	-1%	-$7.36K	0.08%	183
2026 Q1	$663K	Buy	9,116 +6	+0.1%	+$415	0.1%	181
2025 Q4	$548K	Buy	9,110 +80	+0.9%	+$4.84K	0.08%	194
2025 Q3	$572K	Hold	9,030	–	–	0.08%	192
2025 Q2	$567K	Hold	9,030	–	–	0.09%	178
2025 Q1	$540K	Buy	+9,030	New	+$517K	0.1%	168

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

KPP Advisory Services's WMB Position: Q2 2026 in Review

KPP Advisory Services reduced its Williams Companies (WMB) stake by 1.1% in Q2 2026, selling an estimated $7.36K and leaving 9,016 shares worth $670K. The position accounts for 0.08% of the portfolio, ranked #183.

KPP Advisory Services first reported a position in WMB in Q1 2025 and has held it in 6 quarters since. 1,827 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

KPP Advisory Services held 9,016 shares of Williams Companies worth $670K as of Q2 2026.
KPP Advisory Services sold 100 Williams Companies shares in Q2 2026, an estimated $7.36K.
Williams Companies made up 0.08% of KPP Advisory Services's portfolio in Q2 2026, its #183 holding.
KPP Advisory Services first reported a position in Williams Companies in Q1 2025 and has held it in 6 quarters since.
1,827 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.