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Millstone Evans Group’s Williams Companies WMB Stock Holding History

Millstone Evans 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 		$63.3K Buy
852
+70
+9% +$5.15K 0.03% 300
2026
Q1 		$56.9K Buy
782
+225
+40% +$15.6K 0.03% 303
2025
Q4 		$33.5K Hold
557
– – 0.02% 402
2025
Q3 		$35.3K Buy
557
+59
+12% +$3.46K 0.02% 385
2025
Q2 		$31.3K Sell
498
-161
-24% -$9.51K 0.02% 389
2025
Q1 		$39.4K Hold
659
– – 0.03% 337
2024
Q4 		$35.7K Buy
+659
New +$35.5K 0.02% 342

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

Millstone Evans Group's WMB Position: Q2 2026 in Review

Millstone Evans Group increased its Williams Companies (WMB) stake by 9% in Q2 2026, buying an estimated $5.15K and bringing the position to 852 shares worth $63.3K. The position accounts for 0.03% of the portfolio, ranked #300.

Millstone Evans Group first reported a position in WMB in Q4 2024 and has held it in 7 quarters since. 1,820 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Millstone Evans Group held 852 shares of Williams Companies worth $63.3K as of Q2 2026.
  • Millstone Evans Group bought 70 Williams Companies shares in Q2 2026, an estimated $5.15K.
  • Williams Companies made up 0.03% of Millstone Evans Group's portfolio in Q2 2026, its #300 holding.
  • Millstone Evans Group first reported a position in Williams Companies in Q4 2024 and has held it in 7 quarters since.
  • 1,820 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.