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Legacy Financial Group (Oklahoma)’s Williams Companies WMB Stock Holding History

Legacy Financial Group (Oklahoma)’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 		$908K Buy
12,209
+3,370
+38% +$248K 0.21% 46
2026
Q1 		$643K Sell
8,839
-315
-3% -$21.8K 0.17% 46
2025
Q4 		$550K Buy
9,154
+1,760
+24% +$106K 0.14% 51
2025
Q3 		$468K Sell
7,394
-3,944
-35% -$231K 0.13% 54
2025
Q2 		$712K Sell
11,338
-11,974
-51% -$707K 0.21% 42
2025
Q1 		$1.33M Buy
23,312
+11,405
+96% +$653K 0.43% 35
2024
Q4 		$644K Sell
11,907
-540
-4% -$29.1K 0.21% 42
2024
Q3 		$652K Sell
12,447
-1,312
-10% -$57.7K 0.22% 41
2024
Q2 		$585K Sell
13,759
-238
-2% -$9.55K 0.22% 41
2024
Q1 		$545K Sell
13,997
-1,654
-11% -$58.8K 0.21% 41
2023
Q4 		$545K Sell
15,651
-411
-3% -$14.4K 0.24% 38
2023
Q3 		$541K Sell
16,062
-381
-2% -$13K 0.27% 38
2023
Q2 		$537K Sell
16,443
-737
-4% -$22.1K 0.27% 39
2023
Q1 		$513K Sell
17,180
-152
-0.9% -$4.7K 0.28% 32
2022
Q4 		$570K Buy
+17,332
New +$564K 0.35% 31

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 Group (Oklahoma)'s WMB Position: Q2 2026 in Review

Legacy Financial Group (Oklahoma) increased its Williams Companies (WMB) stake by 38% in Q2 2026, buying an estimated $248K and bringing the position to 12,209 shares worth $908K. The position accounts for 0.21% of the portfolio, ranked #46.

Legacy Financial Group (Oklahoma) first reported a position in WMB in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.33M in Q1 2025. 1,833 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Legacy Financial Group (Oklahoma) held 12,209 shares of Williams Companies worth $908K as of Q2 2026.
  • Legacy Financial Group (Oklahoma) bought 3,370 Williams Companies shares in Q2 2026, an estimated $248K.
  • Williams Companies made up 0.21% of Legacy Financial Group (Oklahoma)'s portfolio in Q2 2026, its #46 holding.
  • Legacy Financial Group (Oklahoma) first reported a position in Williams Companies in Q4 2022 and has held it in 15 quarters since.
  • Legacy Financial Group (Oklahoma)'s Williams Companies position peaked at $1.33M in Q1 2025.
  • 1,833 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Legacy Financial Group (Oklahoma)'s 13F filing for Q2 2026, filed 30 Jul 2026.