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Legacy Financial Independent Advisors’s Williams Companies WMB Stock Holding History

Legacy Financial Independent 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 		$408K Sell
5,487
-828
-13% -$60.9K 0.19% 80
2026
Q1 		$460K Buy
+6,315
New +$437K 0.24% 73

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 Independent Advisors's WMB Position: Q2 2026 in Review

Legacy Financial Independent Advisors reduced its Williams Companies (WMB) stake by 13% in Q2 2026, selling an estimated $60.9K and leaving 5,487 shares worth $408K. The position accounts for 0.19% of the portfolio, ranked #80.

Legacy Financial Independent Advisors first reported a position in WMB in Q1 2026 and has held it in 2 quarters since. The position peaked at $460K in Q1 2026. 1,821 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Legacy Financial Independent Advisors held 5,487 shares of Williams Companies worth $408K as of Q2 2026.
  • Legacy Financial Independent Advisors sold 828 Williams Companies shares in Q2 2026, an estimated $60.9K.
  • Williams Companies made up 0.19% of Legacy Financial Independent Advisors's portfolio in Q2 2026, its #80 holding.
  • Legacy Financial Independent Advisors first reported a position in Williams Companies in Q1 2026 and has held it in 2 quarters since.
  • Legacy Financial Independent Advisors's Williams Companies position peaked at $460K in Q1 2026.
  • 1,821 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Legacy Financial Independent Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.