NorthStar Asset Management (New Jersey)’s Williams Companies WMB Stock Holding History

NorthStar Asset Management (New Jersey)’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	$539K	Buy	7,257 +76	+1%	+$5.59K	0.22%	57
2026 Q1	$523K	Sell	7,181 -33	-0.5%	-$2.29K	0.25%	53
2025 Q4	$434K	Sell	7,214 -118	-2%	-$7.13K	0.2%	65
2025 Q3	$464K	Buy	7,332 +349	+5%	+$20.5K	0.22%	62
2025 Q2	$439K	Sell	6,983 -160	-2%	-$9.45K	0.23%	60
2025 Q1	$427K	Sell	7,143 -1,000	-12%	-$57.2K	0.27%	55
2024 Q4	$441K	Buy	8,143 +19	+0.2%	+$1.02K	0.28%	54
2024 Q3	$371K	Buy	8,124 +42	+0.5%	+$1.85K	0.25%	58
2024 Q2	$343K	Buy	8,082 +4	+0%	+$160	0.24%	58
2024 Q1	$315K	Sell	8,078 -469	-5%	-$16.7K	0.24%	58
2023 Q4	$298K	Buy	+8,547	New	+$300K	0.27%	60

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

NorthStar Asset Management (New Jersey)'s WMB Position: Q2 2026 in Review

NorthStar Asset Management (New Jersey) increased its Williams Companies (WMB) stake by 1.1% in Q2 2026, buying an estimated $5.59K and bringing the position to 7,257 shares worth $539K. The position accounts for 0.22% of the portfolio, ranked #57.

NorthStar Asset Management (New Jersey) first reported a position in WMB in Q4 2023 and has held it in 11 quarters since. 1,833 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

NorthStar Asset Management (New Jersey) held 7,257 shares of Williams Companies worth $539K as of Q2 2026.
NorthStar Asset Management (New Jersey) bought 76 Williams Companies shares in Q2 2026, an estimated $5.59K.
Williams Companies made up 0.22% of NorthStar Asset Management (New Jersey)'s portfolio in Q2 2026, its #57 holding.
NorthStar Asset Management (New Jersey) first reported a position in Williams Companies in Q4 2023 and has held it in 11 quarters since.
1,833 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on NorthStar Asset Management (New Jersey)'s 13F filing for Q2 2026, filed 5 Aug 2026.