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Medallion Wealth Advisors’s Williams Companies WMB Stock Holding History

Medallion Wealth Advisors’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 		$39.7K Sell
534
-796
-60% -$58.6K 0.01% 506
2026
Q1 		$96.8K Hold
1,330
– – 0.03% 363
2025
Q4 		$79.9K Hold
1,330
– – 0.03% 389
2025
Q3 		$84.3K Hold
1,330
– – 0.03% 382
2025
Q2 		$81.8K Hold
1,330
– – 0.03% 380
2025
Q1 		$79.8K Buy
1,330
+125
+10% +$7.16K 0.04% 348
2024
Q4 		$70.3K Buy
+1,205
New +$64.9K 0.03% 355

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

Medallion Wealth Advisors's WMB Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Williams Companies (WMB) stake by 60% in Q2 2026, selling an estimated $58.6K and leaving 534 shares worth $39.7K. The position accounts for 0.01% of the portfolio, ranked #506.

Medallion Wealth Advisors first reported a position in WMB in Q4 2024 and has held it in 7 quarters since. The position peaked at $96.8K in Q1 2026. 1,833 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Medallion Wealth Advisors held 534 shares of Williams Companies worth $39.7K as of Q2 2026.
  • Medallion Wealth Advisors sold 796 Williams Companies shares in Q2 2026, an estimated $58.6K.
  • Williams Companies made up 0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #506 holding.
  • Medallion Wealth Advisors first reported a position in Williams Companies in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's Williams Companies position peaked at $96.8K in Q1 2026.
  • 1,833 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.