NW
WMB icon

NewEdge Wealth’s Williams Companies WMB Stock Holding History

NewEdge Wealth’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 		$8.48M Sell
114,017
-272
-0.2% -$20K 0.08% 159
2026
Q1 		$8.32M Sell
114,289
-16,099
-12% -$1.11M 0.1% 148
2025
Q4 		$7.84M Sell
130,388
-21,603
-14% -$1.31M 0.09% 161
2025
Q3 		$8.75M Buy
151,991
+8,174
+6% +$480K 0.13% 134
2025
Q2 		$8.33M Buy
143,817
+4,747
+3% +$280K 0.13% 134
2025
Q1 		$8.31M Buy
139,070
+41,252
+42% +$2.36M 0.15% 125
2024
Q4 		$5.29M Buy
97,818
+4,274
+5% +$230K 0.09% 179
2024
Q3 		$4.27M Buy
93,544
+31,621
+51% +$1.39M 0.08% 217
2024
Q2 		$2.63M Buy
61,923
+3,312
+6% +$133K 0.06% 278
2024
Q1 		$2.26M Sell
58,611
-388
-0.7% -$13.8K 0.05% 303
2023
Q4 		$2.05M Sell
58,999
-1,907
-3% -$66.9K 0.05% 294
2023
Q3 		$2.05M Buy
60,906
+11,237
+23% +$383K 0.07% 253
2023
Q2 		$1.62M Sell
49,669
-2,723
-5% -$81.7K 0.05% 288
2023
Q1 		$1.56M Buy
52,392
+247
+0.5% +$7.63K 0.06% 263
2022
Q4 		$1.72M Buy
52,145
+9,912
+23% +$323K 0.07% 232
2022
Q3 		$1.21M Sell
42,233
-23,255
-36% -$758K 0.06% 252
2022
Q2 		$2.04M Buy
65,488
+47,793
+270% +$1.65M 0.09% 187
2022
Q1 		$591K Buy
17,695
+49
+0.3% +$1.5K 0.03% 278
2021
Q4 		$460K Buy
17,646
+8,132
+85% +$225K 0.02% 302
2021
Q3 		$247K Sell
9,514
-512
-5% -$12.9K 0.01% 267
2021
Q2 		$266K Buy
10,026
+446
+5% +$11.4K 0.02% 251
2021
Q1 		$227K Buy
+9,580
New +$218K 0.02% 277

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

NewEdge Wealth's WMB Position: Q2 2026 in Review

NewEdge Wealth reduced its Williams Companies (WMB) stake by 0.24% in Q2 2026, selling an estimated $20K and leaving 114,017 shares worth $8.48M. The position accounts for 0.08% of the portfolio, ranked #159.

NewEdge Wealth first reported a position in WMB in Q1 2021 and has held it in 22 quarters since. The position peaked at $8.75M in Q3 2025. 1,833 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • NewEdge Wealth held 114,017 shares of Williams Companies worth $8.48M as of Q2 2026.
  • NewEdge Wealth sold 272 Williams Companies shares in Q2 2026, an estimated $20K.
  • Williams Companies made up 0.08% of NewEdge Wealth's portfolio in Q2 2026, its #159 holding.
  • NewEdge Wealth first reported a position in Williams Companies in Q1 2021 and has held it in 22 quarters since.
  • NewEdge Wealth's Williams Companies position peaked at $8.75M in Q3 2025.
  • 1,833 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.