Lloyd Advisory Services’s Williams Companies WMB Stock Holding History

Lloyd Advisory Services’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	$9.72K	Sell	131 -3,394	-96%	-$250K	﹤0.01%	369
2026 Q1	$257K	Buy	+3,525	New	+$244K	0.07%	131
2024 Q3	–	Sell	-4,797	Closed	-$204K	–	114
2024 Q2	$204K	Buy	+4,797	New	+$192K	0.1%	92
2024 Q1	–	Sell	-6,183	Closed	-$215K	–	188
2023 Q4	$215K	Sell	6,183 -4,743	-43%	-$166K	0.1%	120
2023 Q3	$368K	Buy	+10,926	New	+$373K	0.12%	162
2022 Q3	–	Sell	-6,618	Closed	-$207K	–	78
2022 Q2	$207K	Sell	6,618 -5	-0.1%	-$173	0.16%	62
2022 Q1	$221K	Buy	6,623 +1,026	+18%	+$31.4K	0.1%	84
2021 Q4	$146K	Buy	5,597 +1,029	+23%	+$28.4K	0.07%	112
2021 Q3	$118K	Sell	4,568 -156	-3%	-$3.93K	0.06%	117
2021 Q2	$125K	Buy	4,724 +4,018	+569%	+$103K	0.06%	103
2021 Q1	$17K	Hold	706	–	–	0.01%	223
2020 Q4	$14K	Hold	706	–	–	0.01%	186
2020 Q3	$14K	Buy	+706	New	+$14.4K	0.01%	169

Other funds holding WMB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lloyd Advisory Services's WMB Position: Q2 2026 in Review

Lloyd Advisory Services reduced its Williams Companies (WMB) stake by 96% in Q2 2026, selling an estimated $250K and leaving 131 shares worth $9.72K. The position accounts for ﹤0.01% of the portfolio, ranked #369.

Lloyd Advisory Services first reported a position in WMB in Q3 2020 and has held it in 13 quarters since. The position peaked at $368K in Q3 2023. 1,835 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Lloyd Advisory Services held 131 shares of Williams Companies worth $9.72K as of Q2 2026.
Lloyd Advisory Services sold 3,394 Williams Companies shares in Q2 2026, an estimated $250K.
Williams Companies made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #369 holding.
Lloyd Advisory Services first reported a position in Williams Companies in Q3 2020 and has held it in 13 quarters since.
Lloyd Advisory Services's Williams Companies position peaked at $368K in Q3 2023.
1,835 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.