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Lake Street Private Wealth’s Williams Companies WMB Stock Holding History

Lake Street Private Wealth’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 		$746K Sell
10,032
-403
-4% -$29.7K 0.09% 140
2026
Q1 		$759K Sell
10,435
-199
-2% -$13.8K 0.1% 134
2025
Q4 		$639K Buy
10,634
+4
+0% +$242 0.08% 150
2025
Q3 		$673K Buy
10,630
+73
+0.7% +$4.28K 0.09% 137
2025
Q2 		$663K Sell
10,557
-95
-0.9% -$5.61K 0.09% 130
2025
Q1 		$637K Sell
10,652
-200
-2% -$11.4K 0.1% 132
2024
Q4 		$587K Buy
10,852
+844
+8% +$45.5K 0.09% 137
2024
Q3 		$457K Sell
10,008
-367
-4% -$16.1K 0.07% 169
2024
Q2 		$441K Buy
10,375
+340
+3% +$13.6K 0.06% 234
2024
Q1 		$391K Buy
10,035
+355
+4% +$12.6K 0.05% 238
2023
Q4 		$337K Sell
9,680
-188
-2% -$6.6K 0.05% 243
2023
Q3 		$340K Buy
9,868
+1,445
+17% +$49.3K 0.06% 213
2023
Q2 		$275K Buy
8,423
+1,451
+21% +$43.5K 0.05% 239
2023
Q1 		$208K Sell
6,972
-158
-2% -$4.88K 0.04% 264
2022
Q4 		$235K Buy
+7,130
New +$232K 0.05% 244
2022
Q3 		– Sell
-7,580
Closed -$237K – 311
2022
Q2 		$237K Buy
7,580
+430
+6% +$14.8K 0.05% 257
2022
Q1 		$239K Buy
+7,150
New +$219K 0.04% 282

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

Lake Street Private Wealth's WMB Position: Q2 2026 in Review

Lake Street Private Wealth reduced its Williams Companies (WMB) stake by 3.9% in Q2 2026, selling an estimated $29.7K and leaving 10,032 shares worth $746K. The position accounts for 0.09% of the portfolio, ranked #140.

Lake Street Private Wealth first reported a position in WMB in Q1 2022 and has held it in 17 quarters since. The position peaked at $759K in Q1 2026. 1,835 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Lake Street Private Wealth held 10,032 shares of Williams Companies worth $746K as of Q2 2026.
  • Lake Street Private Wealth sold 403 Williams Companies shares in Q2 2026, an estimated $29.7K.
  • Williams Companies made up 0.09% of Lake Street Private Wealth's portfolio in Q2 2026, its #140 holding.
  • Lake Street Private Wealth first reported a position in Williams Companies in Q1 2022 and has held it in 17 quarters since.
  • Lake Street Private Wealth's Williams Companies position peaked at $759K in Q1 2026.
  • 1,835 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.