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Montgomery Financial Services’s Williams Companies WMB Stock Holding History

Montgomery Financial Services’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 		$2.01K Buy
+27
New +$1.99K ﹤0.01% 273

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Montgomery Financial Services's WMB Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in Williams Companies (WMB) in Q2 2026: 27 shares worth $2.01K. The stake represents ﹤0.01% of the portfolio and ranks #273 among its holdings.

1,744 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Montgomery Financial Services held 27 shares of Williams Companies worth $2.01K as of Q2 2026.
  • Williams Companies was a new Montgomery Financial Services position in Q2 2026.
  • Williams Companies made up ﹤0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #273 holding.
  • 1,744 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.