Krilogy Financial’s Williams Companies WMB Stock Holding History

Krilogy Financial’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	$596K	Sell	8,019 -46	-0.6%	-$3.38K	0.02%	573
2026 Q1	$571K	Sell	8,065 -189	-2%	-$13.1K	0.02%	544
2025 Q4	$531K	Buy	8,254 +1,500	+22%	+$90.7K	0.02%	541
2025 Q3	$389K	Buy	+6,754	New	+$396K	0.01%	600
2018 Q4	–	Sell	-68	Closed	-$2K	–	686
2018 Q3	$2K	Buy	+68	New	+$1.97K	﹤0.01%	751
2017 Q4	–	Sell	-1,143	Closed	-$34K	–	846
2017 Q3	$34K	Sell	1,143 -111	-9%	-$3.38K	0.01%	403
2017 Q2	$38K	Buy	1,254 +749	+148%	+$22.3K	0.01%	356
2017 Q1	$16K	Hold	505	–	–	0.01%	454
2016 Q4	$16K	Hold	505	–	–	0.01%	454
2016 Q3	$16K	Hold	505	–	–	0.01%	467
2016 Q2	$11K	Hold	505	–	–	﹤0.01%	523
2016 Q1	$8K	Buy	+505	New	+$8.68K	﹤0.01%	493

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 $3.38T AUM 44.17% 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

Krilogy Financial's WMB Position: Q2 2026 in Review

Krilogy Financial reduced its Williams Companies (WMB) stake by 0.57% in Q2 2026, selling an estimated $3.38K and leaving 8,019 shares worth $596K. The position accounts for 0.02% of the portfolio, ranked #573.

Krilogy Financial first reported a position in WMB in Q1 2016 and has held it in 12 quarters since. 1,835 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Krilogy Financial held 8,019 shares of Williams Companies worth $596K as of Q2 2026.
Krilogy Financial sold 46 Williams Companies shares in Q2 2026, an estimated $3.38K.
Williams Companies made up 0.02% of Krilogy Financial's portfolio in Q2 2026, its #573 holding.
Krilogy Financial first reported a position in Williams Companies in Q1 2016 and has held it in 12 quarters since.
1,835 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.