Meridian Wealth Advisors’s Williams Companies WMB Stock Holding History

Meridian 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	$377K	Buy	5,078 +1	+0%	+$74	0.04%	162
2026 Q1	$370K	Buy	5,077 +77	+2%	+$5.33K	0.05%	151
2025 Q4	$301K	Sell	5,000 -750	-13%	-$45.3K	0.04%	154
2025 Q3	$364K	Buy	5,750 +750	+15%	+$44K	0.05%	142
2025 Q2	$314K	Hold	5,000	–	–	0.05%	147
2025 Q1	$299K	Hold	5,000	–	–	0.05%	145
2024 Q4	$271K	Hold	5,000	–	–	0.04%	153
2024 Q3	$228K	Hold	5,000	–	–	0.04%	166
2024 Q2	$213K	Buy	+5,000	New	+$201K	0.04%	169
2023 Q1	–	Sell	-10,230	Closed	-$337K	–	196
2022 Q4	$337K	Buy	10,230 +68	+0.7%	+$2.21K	0.09%	141
2022 Q3	$291K	Sell	10,162 -431	-4%	-$14K	0.08%	151
2022 Q2	$331K	Buy	10,593 +70	+0.7%	+$2.42K	0.09%	145
2022 Q1	$352K	Buy	10,523 +64	+0.6%	+$1.96K	0.08%	151
2021 Q4	$272K	Buy	10,459 +578	+6%	+$16K	0.07%	170
2021 Q3	$256K	Buy	9,881 +77	+0.8%	+$1.94K	0.07%	168
2021 Q2	$260K	Buy	9,804 +73	+0.8%	+$1.87K	0.07%	167
2021 Q1	$231K	Buy	+9,731	New	+$221K	0.08%	162
2019 Q1	–	Sell	-1,585	Closed	-$35K	–	399
2018 Q4	$35K	Buy	+1,585	New	+$39.6K	0.03%	300

Other funds holding WMB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Meridian Wealth Advisors increased its Williams Companies (WMB) stake by 0.02% in Q2 2026, buying an estimated $74 and bringing the position to 5,078 shares worth $377K. The position accounts for 0.04% of the portfolio, ranked #162.

Meridian Wealth Advisors first reported a position in WMB in Q4 2018 and has held it in 18 quarters since. 1,833 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Meridian Wealth Advisors held 5,078 shares of Williams Companies worth $377K as of Q2 2026.
Meridian Wealth Advisors bought 1 Williams Companies share in Q2 2026, an estimated $74.
Williams Companies made up 0.04% of Meridian Wealth Advisors's portfolio in Q2 2026, its #162 holding.
Meridian Wealth Advisors first reported a position in Williams Companies in Q4 2018 and has held it in 18 quarters since.
1,833 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

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