LPL Financial’s Williams Companies WMB Stock Holding History

LPL Financial’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 Q1	–	Sell	-7,400	Closed	-$445K	–	6173
2025 Q4	$445K	Buy	+7,400	New	+$447K	﹤0.01%	4823

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 $3.37T AUM 44.26% 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

LPL Financial's WMB Position: Q2 2026 in Review

LPL Financial increased its Williams Companies (WMB) stake by 3.3% in Q2 2026, buying an estimated $5.24M and bringing the position to 2,219,798 shares worth $165M. The position accounts for 0.04% of the portfolio, ranked #456.

LPL Financial first reported a position in WMB in Q2 2013 and has held it in 51 quarters since. 1,831 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

LPL Financial held 2,219,798 shares of Williams Companies worth $165M as of Q2 2026.
LPL Financial bought 71,254 Williams Companies shares in Q2 2026, an estimated $5.24M.
Williams Companies made up 0.04% of LPL Financial's portfolio in Q2 2026, its #456 holding.
LPL Financial first reported a position in Williams Companies in Q2 2013 and has held it in 51 quarters since.
1,831 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.