LFG
WMB icon

Larson Financial Group’s Williams Companies WMB Stock Holding History

Larson Financial Group’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 		$8.71M Buy
117,204
+1,862
+2% +$137K 0.23% 79
2026
Q1 		$8.39M Buy
115,342
+2,647
+2% +$183K 0.27% 76
2025
Q4 		$6.77M Sell
112,695
-916
-0.8% -$55.4K 0.23% 83
2025
Q3 		$7.2M Buy
113,611
+4,291
+4% +$252K 0.25% 81
2025
Q2 		$6.87M Buy
109,320
+3,898
+4% +$230K 0.27% 84
2025
Q1 		$6.3M Buy
105,422
+2,045
+2% +$117K 0.3% 68
2024
Q4 		$5.59M Buy
103,377
+42,751
+71% +$2.3M 0.29% 70
2024
Q3 		$2.77M Buy
60,626
+2,541
+4% +$112K 0.16% 120
2024
Q2 		$2.47M Buy
58,085
+1,796
+3% +$72K 0.17% 107
2024
Q1 		$2.19M Sell
56,289
-594
-1% -$21.1K 0.17% 108
2023
Q4 		$1.98M Sell
56,883
-731
-1% -$25.7K 0.17% 104
2023
Q3 		$1.94M Sell
57,614
-330
-0.6% -$11.3K 0.19% 99
2023
Q2 		$1.89M Sell
57,944
-2,123
-4% -$63.7K 0.19% 96
2023
Q1 		$1.79M Buy
60,067
+89
+0.1% +$2.75K 0.19% 101
2022
Q4 		$1.97M Sell
59,978
-5,710
-9% -$186K 0.24% 86
2022
Q3 		$1.88M Buy
65,688
+65,119
+11,444% +$2.12M 0.27% 61
2022
Q2 		$18K Buy
+569
New +$19.6K ﹤0.01% 573

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

Larson Financial Group's WMB Position: Q2 2026 in Review

Larson Financial Group increased its Williams Companies (WMB) stake by 1.6% in Q2 2026, buying an estimated $137K and bringing the position to 117,204 shares worth $8.71M. The position accounts for 0.23% of the portfolio, ranked #79.

Larson Financial Group first reported a position in WMB in Q2 2022 and has held it in 17 quarters since. 1,820 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Larson Financial Group held 117,204 shares of Williams Companies worth $8.71M as of Q2 2026.
  • Larson Financial Group bought 1,862 Williams Companies shares in Q2 2026, an estimated $137K.
  • Williams Companies made up 0.23% of Larson Financial Group's portfolio in Q2 2026, its #79 holding.
  • Larson Financial Group first reported a position in Williams Companies in Q2 2022 and has held it in 17 quarters since.
  • 1,820 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.