Meridian Wealth Management’s Williams Companies WMB Stock Holding History

Meridian Wealth Management’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	$437K	Buy	5,872 +417	+8%	+$30.7K	0.01%	583
2026 Q1	$397K	Sell	5,455 -77	-1%	-$5.33K	0.01%	571
2025 Q4	$333K	Buy	5,532 +1,947	+54%	+$118K	0.01%	593
2025 Q3	$227K	Sell	3,585 -258	-7%	-$15.1K	0.01%	646
2025 Q2	$241K	Sell	3,843 -728	-16%	-$43K	0.01%	603
2025 Q1	$273K	Buy	+4,571	New	+$262K	0.01%	536
2024 Q4	–	Sell	-4,532	Closed	-$207K	–	668
2024 Q3	$207K	Buy	+4,532	New	+$199K	0.01%	603
2019 Q3	–	Sell	-1,000	Closed	-$28K	–	505
2019 Q2	$28K	Buy	+1,000	New	+$27.8K	0.01%	474
2019 Q1	–	Sell	-15,506	Closed	-$342K	–	215
2018 Q4	$342K	Buy	+15,506	New	+$388K	0.2%	97

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 Management's WMB Position: Q2 2026 in Review

Meridian Wealth Management increased its Williams Companies (WMB) stake by 7.6% in Q2 2026, buying an estimated $30.7K and bringing the position to 5,872 shares worth $437K. The position accounts for 0.01% of the portfolio, ranked #583.

Meridian Wealth Management first reported a position in WMB in Q4 2018 and has held it in 9 quarters since. 1,830 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Meridian Wealth Management held 5,872 shares of Williams Companies worth $437K as of Q2 2026.
Meridian Wealth Management bought 417 Williams Companies shares in Q2 2026, an estimated $30.7K.
Williams Companies made up 0.01% of Meridian Wealth Management's portfolio in Q2 2026, its #583 holding.
Meridian Wealth Management first reported a position in Williams Companies in Q4 2018 and has held it in 9 quarters since.
1,830 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.