LFA
WMB icon

Legacy Financial Advisors’s Williams Companies WMB Stock Holding History

Legacy Financial 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 		$397K Buy
5,342
+274
+5% +$20.2K 0.05% 284
2026
Q1 		$369K Buy
5,068
+239
+5% +$16.5K 0.05% 287
2025
Q4 		$290K Buy
4,829
+112
+2% +$6.77K 0.04% 319
2025
Q3 		$299K Sell
4,717
-37
-0.8% -$2.17K 0.04% 318
2025
Q2 		$299K Buy
4,754
+699
+17% +$41.3K 0.05% 274
2025
Q1 		$242K Buy
4,055
+31
+0.8% +$1.77K 0.04% 314
2024
Q4 		$218K Buy
+4,024
New +$217K 0.04% 325
2019
Q2 		– Sell
-2,246
Closed -$65K – 906
2019
Q1 		$65K Buy
2,246
+478
+27% +$12.8K 0.02% 235
2018
Q4 		$39K Buy
1,768
+1,653
+1,437% +$41.3K 0.02% 286
2018
Q3 		$3K Hold
115
– – ﹤0.01% 779
2018
Q2 		$3K Buy
115
+22
+24% +$580 ﹤0.01% 798
2018
Q1 		$2K Sell
93
-43
-32% -$1.27K ﹤0.01% 771
2017
Q4 		$4K Buy
+136
New +$3.96K ﹤0.01% 678

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

Legacy Financial Advisors's WMB Position: Q2 2026 in Review

Legacy Financial Advisors increased its Williams Companies (WMB) stake by 5.4% in Q2 2026, buying an estimated $20.2K and bringing the position to 5,342 shares worth $397K. The position accounts for 0.05% of the portfolio, ranked #284.

Legacy Financial Advisors first reported a position in WMB in Q4 2017 and has held it in 13 quarters since. 1,830 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Legacy Financial Advisors held 5,342 shares of Williams Companies worth $397K as of Q2 2026.
  • Legacy Financial Advisors bought 274 Williams Companies shares in Q2 2026, an estimated $20.2K.
  • Williams Companies made up 0.05% of Legacy Financial Advisors's portfolio in Q2 2026, its #284 holding.
  • Legacy Financial Advisors first reported a position in Williams Companies in Q4 2017 and has held it in 13 quarters since.
  • 1,830 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.