Merkkuri Wealth Advisors’s Williams Companies WMB Stock Holding History

Merkkuri 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	–	Sell	-16	Closed	-$1.15K	–	366
2026 Q1	$1.15K	Buy	+16	New	+$1.11K	﹤0.01%	348

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

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

Merkkuri Wealth Advisors sold out of Williams Companies (WMB) in Q2 2026, closing a stake of 16 shares — an estimated $1.15K sold.

Merkkuri Wealth Advisors first reported a position in WMB in Q1 2026 and held it in 1 quarter. The position peaked at $1.15K in Q1 2026. 1,819 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Merkkuri Wealth Advisors reported no remaining Williams Companies position as of Q2 2026 after selling out during the quarter.
Merkkuri Wealth Advisors sold 16 Williams Companies shares in Q2 2026, an estimated $1.15K.
Merkkuri Wealth Advisors first reported a position in Williams Companies in Q1 2026 and held it in 1 quarter.
Merkkuri Wealth Advisors's Williams Companies position peaked at $1.15K in Q1 2026.
1,819 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.