MAG
WMB icon

Mayfair Advisory Group’s Williams Companies WMB Stock Holding History

Mayfair Advisory Group’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 		$330K Buy
4,460
+1
+0% +$74 0.1% 140
2026
Q1 		$325K Sell
4,459
-208
-4% -$14.4K 0.11% 134
2025
Q4 		$284K Buy
4,667
+451
+11% +$27.3K 0.11% 140
2025
Q3 		$267K Hold
4,216
– – 0.11% 150
2025
Q2 		$244K Sell
4,216
-98
-2% -$5.79K 0.12% 153
2025
Q1 		$258K Hold
4,314
– – 0.15% 128
2024
Q4 		$233K Hold
4,314
– – 0.14% 134
2024
Q3 		$214K Buy
+4,314
New +$190K 0.14% 144

Other funds holding WMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mayfair Advisory Group's WMB Position: Q2 2026 in Review

Mayfair Advisory Group increased its Williams Companies (WMB) stake by 0.02% in Q2 2026, buying an estimated $74 and bringing the position to 4,460 shares worth $330K. The position accounts for 0.1% of the portfolio, ranked #140.

Mayfair Advisory Group first reported a position in WMB in Q3 2024 and has held it in 8 quarters since. 1,287 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Mayfair Advisory Group held 4,460 shares of Williams Companies worth $330K as of Q2 2026.
  • Mayfair Advisory Group bought 1 Williams Companies share in Q2 2026, an estimated $74.
  • Williams Companies made up 0.1% of Mayfair Advisory Group's portfolio in Q2 2026, its #140 holding.
  • Mayfair Advisory Group first reported a position in Williams Companies in Q3 2024 and has held it in 8 quarters since.
  • 1,287 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Mayfair Advisory Group's 13F filing for Q2 2026, filed 11 Aug 2026.