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Operose Advisors’s Williams Companies WMB Stock Holding History

Operose Advisors’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 		$2.83K Hold
38
– – ﹤0.01% 452
2026
Q1 		$2.77K Buy
+38
New +$2.63K ﹤0.01% 481
2024
Q1 		– Sell
-693
Closed -$24.1K – 674
2023
Q4 		$24.1K Buy
+693
New +$24.3K 0.01% 329
2022
Q4 		– Sell
-845
Closed -$24K – 385
2022
Q3 		$24K Buy
+845
New +$27.5K 0.02% 204

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

Operose Advisors's WMB Position: Q2 2026 in Review

Operose Advisors held its Williams Companies (WMB) position steady in Q2 2026 at 38 shares worth $2.83K. The position accounts for ﹤0.01% of the portfolio, ranked #452.

Operose Advisors first reported a position in WMB in Q3 2022 and has held it in 4 quarters since. The position peaked at $24.1K in Q4 2023. 1,820 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Operose Advisors held 38 shares of Williams Companies worth $2.83K as of Q2 2026.
  • Operose Advisors left its Williams Companies share count unchanged in Q2 2026.
  • Williams Companies made up ﹤0.01% of Operose Advisors's portfolio in Q2 2026, its #452 holding.
  • Operose Advisors first reported a position in Williams Companies in Q3 2022 and has held it in 4 quarters since.
  • Operose Advisors's Williams Companies position peaked at $24.1K in Q4 2023.
  • 1,820 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.