Napier Financial’s Williams Companies WMB Stock Holding History

Napier Financial’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	$78.1K	Sell	1,050 -4	-0.4%	-$294	0.02%	180
2026 Q1	$76.7K	Buy	+1,054	New	+$73K	0.02%	176

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

Napier Financial's WMB Position: Q2 2026 in Review

Napier Financial reduced its Williams Companies (WMB) stake by 0.38% in Q2 2026, selling an estimated $294 and leaving 1,050 shares worth $78.1K. The position accounts for 0.02% of the portfolio, ranked #180.

Napier Financial first reported a position in WMB in Q1 2026 and has held it in 2 quarters since. 1,820 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Napier Financial held 1,050 shares of Williams Companies worth $78.1K as of Q2 2026.
Napier Financial sold 4 Williams Companies shares in Q2 2026, an estimated $294.
Williams Companies made up 0.02% of Napier Financial's portfolio in Q2 2026, its #180 holding.
Napier Financial first reported a position in Williams Companies in Q1 2026 and has held it in 2 quarters since.
1,820 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Napier Financial's 13F filing for Q2 2026, filed 31 Jul 2026.