NewEdge Advisors’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $31.5M | Buy |
423,693
+4,331
| +1% | +$319K | 0.09% | 218 |
|
|
2026
Q1 | $30.5M | Buy |
419,362
+179,654
| +75% | +$12.4M | 0.11% | 192 |
|
|
2025
Q4 | $14.4M | Buy |
239,708
+60,320
| +34% | +$3.65M | 0.05% | 326 |
|
|
2025
Q3 | $11.4M | Sell |
179,388
-52,992
| -23% | -$3.11M | 0.05% | 367 |
|
|
2025
Q2 | $14.6M | Sell |
232,380
-5,577
| -2% | -$329K | 0.08% | 263 |
|
|
2025
Q1 | $14.2M | Buy |
237,957
+2,220
| +0.9% | +$127K | 0.08% | 242 |
|
|
2024
Q4 | $12.8M | Sell |
235,737
-6,410
| -3% | -$345K | 0.08% | 259 |
|
|
2024
Q3 | $11.1M | Buy |
242,147
+34,518
| +17% | +$1.52M | 0.07% | 268 |
|
|
2024
Q2 | $8.82M | Buy |
207,629
+34,870
| +20% | +$1.4M | 0.06% | 300 |
|
|
2024
Q1 | $6.73M | Sell |
172,759
-4,675
| -3% | -$166K | 0.06% | 313 |
|
|
2023
Q4 | $6.11M | Sell |
177,434
-19,883
| -10% | -$698K | 0.06% | 309 |
|
|
2023
Q3 | $6.65M | Buy |
197,317
+9,085
| +5% | +$310K | 0.07% | 263 |
|
|
2023
Q2 | $6.14M | Buy |
188,232
+9,033
| +5% | +$271K | 0.07% | 278 |
|
|
2023
Q1 | $5.35M | Buy |
179,199
+17,262
| +11% | +$533K | 0.07% | 289 |
|
|
2022
Q4 | $3.52M | Buy |
161,937
+27,067
| +20% | +$881K | 0.1% | 231 |
|
|
2022
Q3 | $3.86M | Buy |
134,870
+32,521
| +32% | +$1.06M | 0.06% | 278 |
|
|
2022
Q2 | $3.19M | Buy |
102,349
+2,405
| +2% | +$83K | 0.05% | 329 |
|
|
2022
Q1 | $3.34M | Buy |
99,944
+14,943
| +18% | +$457K | 0.05% | 316 |
|
|
2021
Q4 | $2.21M | Buy |
85,001
+73,117
| +615% | +$2.02M | 0.03% | 416 |
|
|
2021
Q3 | $308K | Buy |
11,884
+955
| +9% | +$24K | 0.01% | 890 |
|
|
2021
Q2 | $290K | Buy |
10,929
+918
| +9% | +$23.5K | 0.01% | 921 |
|
|
2021
Q1 | $237K | Buy |
+10,011
| New | +$227K | 0.01% | 888 |
|
|
2019
Q4 | – | Sell |
-8,435
| Closed | -$201K | – | 873 |
|
|
2019
Q3 | $201K | Buy |
+8,435
| New | +$213K | 0.01% | 752 |
|
|
2019
Q2 | – | Sell |
-14,460
| Closed | -$415K | – | 706 |
|
|
2019
Q1 | $415K | Sell |
14,460
-1,422
| -9% | -$38.1K | 0.03% | 442 |
|
|
2018
Q4 | $350K | Buy |
15,882
+1,810
| +13% | +$45.3K | 0.02% | 449 |
|
|
2018
Q3 | $383K | Buy |
+14,072
| New | +$408K | 0.03% | 430 |
|
|
2017
Q3 | – | Sell |
-2,638
| Closed | -$80.3K | – | 1128 |
|
|
2017
Q2 | $80.3K | Buy |
+2,638
| New | +$78.6K | 0.01% | 454 |
|
Other funds holding WMB
NewEdge Advisors's WMB Position: Q2 2026 in Review
NewEdge Advisors increased its Williams Companies (WMB) stake by 1% in Q2 2026, buying an estimated $319K and bringing the position to 423,693 shares worth $31.5M. The position accounts for 0.09% of the portfolio, ranked #218.
NewEdge Advisors first reported a position in WMB in Q2 2017 and has held it in 27 quarters since. 1,836 funds tracked by Wall St. Rank hold WMB as of Q2 2026.
- NewEdge Advisors held 423,693 shares of Williams Companies worth $31.5M as of Q2 2026.
- NewEdge Advisors bought 4,331 Williams Companies shares in Q2 2026, an estimated $319K.
- Williams Companies made up 0.09% of NewEdge Advisors's portfolio in Q2 2026, its #218 holding.
- NewEdge Advisors first reported a position in Williams Companies in Q2 2017 and has held it in 27 quarters since.
- 1,836 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.
Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.