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LaSalle St. Investment Advisors’s Williams Companies WMB Stock Holding History

LaSalle St. Investment 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
2026
Q2 		$299K Buy
4,025
+1
+0% +$74 0.04% 331
2026
Q1 		$293K Buy
4,024
+179
+5% +$12.4K 0.04% 302
2025
Q4 		$231K Buy
3,845
+50
+1% +$3.02K 0.04% 327
2025
Q3 		$240K Sell
3,795
-1,522
-29% -$89.3K 0.04% 301
2025
Q2 		$334K Buy
5,317
+25
+0.5% +$1.48K 0.09% 207
2025
Q1 		$316K Buy
5,292
+106
+2% +$6.07K 0.07% 214
2024
Q4 		$280K Buy
5,186
+2
+0% +$108 0.09% 209
2024
Q3 		$236K Buy
+5,184
New +$228K 0.09% 183

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

LaSalle St. Investment Advisors's WMB Position: Q2 2026 in Review

LaSalle St. Investment Advisors increased its Williams Companies (WMB) stake by 0.02% in Q2 2026, buying an estimated $74 and bringing the position to 4,025 shares worth $299K. The position accounts for 0.04% of the portfolio, ranked #331.

LaSalle St. Investment Advisors first reported a position in WMB in Q3 2024 and has held it in 8 quarters since. The position peaked at $334K in Q2 2025. 1,836 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • LaSalle St. Investment Advisors held 4,025 shares of Williams Companies worth $299K as of Q2 2026.
  • LaSalle St. Investment Advisors bought 1 Williams Companies share in Q2 2026, an estimated $74.
  • Williams Companies made up 0.04% of LaSalle St. Investment Advisors's portfolio in Q2 2026, its #331 holding.
  • LaSalle St. Investment Advisors first reported a position in Williams Companies in Q3 2024 and has held it in 8 quarters since.
  • LaSalle St. Investment Advisors's Williams Companies position peaked at $334K in Q2 2025.
  • 1,836 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.