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NWAM LLC’s Williams Companies WMB Stock Holding History

NWAM LLC’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 		$219K Buy
2,941
+186
+7% +$13.7K 0.01% 649
2026
Q1 		$200K Buy
+2,755
New +$191K 0.01% 598
2023
Q3 		– Sell
-6,145
Closed -$201K – 553
2023
Q2 		$201K Buy
+6,145
New +$184K 0.02% 511

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

NWAM LLC's WMB Position: Q2 2026 in Review

NWAM LLC increased its Williams Companies (WMB) stake by 6.8% in Q2 2026, buying an estimated $13.7K and bringing the position to 2,941 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #649.

NWAM LLC first reported a position in WMB in Q2 2023 and has held it in 3 quarters since. 1,820 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • NWAM LLC held 2,941 shares of Williams Companies worth $219K as of Q2 2026.
  • NWAM LLC bought 186 Williams Companies shares in Q2 2026, an estimated $13.7K.
  • Williams Companies made up 0.01% of NWAM LLC's portfolio in Q2 2026, its #649 holding.
  • NWAM LLC first reported a position in Williams Companies in Q2 2023 and has held it in 3 quarters since.
  • 1,820 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.