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LRI Investments’s Williams Companies WMB Stock Holding History

LRI Investments’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 		$192K Buy
2,576
+392
+18% +$28.8K 0.02% 331
2026
Q1 		$159K Sell
2,184
-1
-0% -$69 0.01% 319
2025
Q4 		$131K Buy
2,185
+16
+0.7% +$967 0.01% 364
2025
Q3 		$137K Buy
2,169
+176
+9% +$10.3K 0.01% 359
2025
Q2 		$125K Buy
1,993
+193
+11% +$11.4K 0.01% 383
2025
Q1 		$108K Buy
1,800
+377
+26% +$21.6K 0.01% 407
2024
Q4 		$77K Sell
1,423
-241
-14% -$13K 0.01% 459
2024
Q3 		$92.5K Sell
1,664
-367
-18% -$16.1K 0.01% 418
2024
Q2 		$86.3K Buy
2,031
+1,831
+916% +$73.4K 0.01% 406
2024
Q1 		$7.79K Buy
+200
New +$7.11K ﹤0.01% 548

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

LRI Investments's WMB Position: Q2 2026 in Review

LRI Investments increased its Williams Companies (WMB) stake by 18% in Q2 2026, buying an estimated $28.8K and bringing the position to 2,576 shares worth $192K. The position accounts for 0.02% of the portfolio, ranked #331.

LRI Investments first reported a position in WMB in Q1 2024 and has held it in 10 quarters since. 1,821 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • LRI Investments held 2,576 shares of Williams Companies worth $192K as of Q2 2026.
  • LRI Investments bought 392 Williams Companies shares in Q2 2026, an estimated $28.8K.
  • Williams Companies made up 0.02% of LRI Investments's portfolio in Q2 2026, its #331 holding.
  • LRI Investments first reported a position in Williams Companies in Q1 2024 and has held it in 10 quarters since.
  • 1,821 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.