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Onyx Bridge Wealth Group’s Williams Companies WMB Stock Holding History

Onyx Bridge Wealth 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 		$312K Buy
4,200
+668
+19% +$49.2K 0.03% 302
2026
Q1 		$257K Buy
3,532
+19
+0.5% +$1.31K 0.03% 310
2025
Q4 		$211K Sell
3,513
-47
-1% -$2.84K 0.02% 334
2025
Q3 		$226K Buy
3,560
+110
+3% +$6.46K 0.02% 320
2025
Q2 		$217K Sell
3,450
-186
-5% -$11K 0.03% 275
2025
Q1 		$217K Sell
3,636
-643
-15% -$36.8K 0.03% 256
2024
Q4 		$232K Sell
4,279
-722
-14% -$38.9K 0.03% 238
2024
Q3 		$228K Buy
5,001
+8
+0.2% +$352 0.03% 243
2024
Q2 		$212K Sell
4,993
-565
-10% -$22.7K 0.03% 243
2024
Q1 		$218K Sell
5,558
-642
-10% -$22.8K 0.04% 231
2023
Q4 		$216K Buy
+6,200
New +$218K 0.04% 224

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

Onyx Bridge Wealth Group's WMB Position: Q2 2026 in Review

Onyx Bridge Wealth Group increased its Williams Companies (WMB) stake by 19% in Q2 2026, buying an estimated $49.2K and bringing the position to 4,200 shares worth $312K. The position accounts for 0.03% of the portfolio, ranked #302.

Onyx Bridge Wealth Group 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.

  • Onyx Bridge Wealth Group held 4,200 shares of Williams Companies worth $312K as of Q2 2026.
  • Onyx Bridge Wealth Group bought 668 Williams Companies shares in Q2 2026, an estimated $49.2K.
  • Williams Companies made up 0.03% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #302 holding.
  • Onyx Bridge Wealth Group 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 Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.