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McAdam LLC’s Williams Companies WMB Stock Holding History

McAdam LLC’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 		$237K Buy
3,186
+298
+10% +$21.9K 0.01% 440
2026
Q1 		$210K Buy
+2,888
New +$200K 0.01% 404
2018
Q4 		– Sell
-570
Closed -$16K – 621
2018
Q3 		$16K Buy
570
+111
+24% +$3.22K 0.01% 290
2018
Q2 		$12K Sell
459
-139
-23% -$3.67K ﹤0.01% 308
2018
Q1 		$15K Buy
+598
New +$17.6K 0.01% 286

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

McAdam LLC's WMB Position: Q2 2026 in Review

McAdam LLC increased its Williams Companies (WMB) stake by 10% in Q2 2026, buying an estimated $21.9K and bringing the position to 3,186 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #440.

McAdam LLC first reported a position in WMB in Q1 2018 and has held it in 5 quarters since. 1,821 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • McAdam LLC held 3,186 shares of Williams Companies worth $237K as of Q2 2026.
  • McAdam LLC bought 298 Williams Companies shares in Q2 2026, an estimated $21.9K.
  • Williams Companies made up 0.01% of McAdam LLC's portfolio in Q2 2026, its #440 holding.
  • McAdam LLC first reported a position in Williams Companies in Q1 2018 and has held it in 5 quarters since.
  • 1,821 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.