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Marshall Financial Group (Maryland)’s Williams Companies WMB Stock Holding History

Marshall Financial Group (Maryland)’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 		– Sell
-12,388
Closed -$902K – 341
2026
Q1 		$902K Buy
12,388
+73
+0.6% +$5.05K 0.14% 133
2025
Q4 		$740K Buy
+12,315
New +$745K 0.14% 168

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 $3.38T AUM 44.17% 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

Marshall Financial Group (Maryland)'s WMB Position: Q2 2026 in Review

Marshall Financial Group (Maryland) sold out of Williams Companies (WMB) in Q2 2026, closing a stake of 12,388 shares — an estimated $902K sold.

Marshall Financial Group (Maryland) first reported a position in WMB in Q4 2025 and held it in 2 quarters. The position peaked at $902K in Q1 2026. 1,835 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Marshall Financial Group (Maryland) reported no remaining Williams Companies position as of Q2 2026 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 12,388 Williams Companies shares in Q2 2026, an estimated $902K.
  • Marshall Financial Group (Maryland) first reported a position in Williams Companies in Q4 2025 and held it in 2 quarters.
  • Marshall Financial Group (Maryland)'s Williams Companies position peaked at $902K in Q1 2026.
  • 1,835 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.