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Measured Wealth Private Client Group’s Williams Companies WMB Stock Holding History

Measured Wealth Private Client 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 		$10K Hold
135
– – ﹤0.01% 577
2026
Q1 		$9.82K Hold
135
– – ﹤0.01% 570
2025
Q4 		$8.12K Hold
135
– – ﹤0.01% 577
2025
Q3 		$8.55K Buy
+135
New +$7.92K ﹤0.01% 576
2018
Q4 		– Sell
-3,535
Closed -$95K – 710
2018
Q3 		$95K Buy
+3,535
New +$103K 0.06% 243

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

Measured Wealth Private Client Group's WMB Position: Q2 2026 in Review

Measured Wealth Private Client Group held its Williams Companies (WMB) position steady in Q2 2026 at 135 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #577.

Measured Wealth Private Client Group first reported a position in WMB in Q3 2018 and has held it in 5 quarters since. The position peaked at $95K in Q3 2018. 1,820 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Measured Wealth Private Client Group held 135 shares of Williams Companies worth $10K as of Q2 2026.
  • Measured Wealth Private Client Group left its Williams Companies share count unchanged in Q2 2026.
  • Williams Companies made up ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #577 holding.
  • Measured Wealth Private Client Group first reported a position in Williams Companies in Q3 2018 and has held it in 5 quarters since.
  • Measured Wealth Private Client Group's Williams Companies position peaked at $95K in Q3 2018.
  • 1,820 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.