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Newbridge Financial Services Group’s Williams Companies WMB Stock Holding History

Newbridge Financial Services 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 		$485K Sell
6,527
-84
-1% -$6.18K 0.06% 170
2026
Q1 		$481K Buy
6,611
+992
+18% +$68.7K 0.08% 152
2025
Q4 		$338K Buy
5,619
+2,664
+90% +$161K 0.05% 169
2025
Q3 		$187K Buy
2,955
+29
+1% +$1.7K 0.03% 309
2025
Q2 		$184K Buy
2,926
+2,749
+1,553% +$162K 0.03% 304
2025
Q1 		$10.6K Buy
+177
New +$10.1K ﹤0.01% 676
2024
Q3 		– Sell
-8,843
Closed -$376K – 1118
2024
Q2 		$376K Buy
8,843
+5,468
+162% +$219K 0.14% 121
2024
Q1 		$132K Buy
3,375
+445
+15% +$15.8K 0.06% 250
2023
Q4 		$102K Hold
2,930
– – 0.05% 276
2023
Q3 		$98.7K Sell
2,930
-350
-11% -$11.9K 0.05% 301
2023
Q2 		$107K Sell
3,280
-250
-7% -$7.5K 0.05% 303
2023
Q1 		$105K Sell
3,530
-426
-11% -$13.2K 0.06% 311
2022
Q4 		$130K Sell
3,956
-804
-17% -$26.2K 0.08% 255
2022
Q3 		$136K Sell
4,760
-70
-1% -$2.28K 0.08% 246
2022
Q2 		$151K Hold
4,830
– – 0.09% 202
2022
Q1 		$161K Buy
4,830
+172
+4% +$5.26K 0.08% 231
2021
Q4 		$121K Buy
4,658
+28
+0.6% +$774 0.06% 271
2021
Q3 		$120K Sell
4,630
-350
-7% -$8.81K 0.08% 246
2021
Q2 		$132K Sell
4,980
-298
-6% -$7.63K 0.08% 231
2021
Q1 		$125K Buy
+5,278
New +$120K 0.09% 223
2020
Q4 		– Sell
-75
Closed -$1K – 1161
2020
Q3 		$1K Buy
+75
New +$1.53K ﹤0.01% 1017

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

Newbridge Financial Services Group's WMB Position: Q2 2026 in Review

Newbridge Financial Services Group reduced its Williams Companies (WMB) stake by 1.3% in Q2 2026, selling an estimated $6.18K and leaving 6,527 shares worth $485K. The position accounts for 0.06% of the portfolio, ranked #170.

Newbridge Financial Services Group first reported a position in WMB in Q3 2020 and has held it in 21 quarters since. 1,824 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Newbridge Financial Services Group held 6,527 shares of Williams Companies worth $485K as of Q2 2026.
  • Newbridge Financial Services Group sold 84 Williams Companies shares in Q2 2026, an estimated $6.18K.
  • Williams Companies made up 0.06% of Newbridge Financial Services Group's portfolio in Q2 2026, its #170 holding.
  • Newbridge Financial Services Group first reported a position in Williams Companies in Q3 2020 and has held it in 21 quarters since.
  • 1,824 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.