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ORG Wealth Partners’s Williams Companies WMB Stock Holding History

ORG Wealth Partners’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 		$342K Buy
4,595
+1,119
+32% +$82.3K 0.05% 189
2026
Q1 		$253K Buy
3,476
+768
+28% +$53.2K 0.05% 195
2025
Q4 		$163K Sell
2,708
-309
-10% -$18.7K 0.04% 230
2025
Q3 		$191K Buy
3,017
+1,273
+73% +$74.7K 0.04% 205
2025
Q2 		$102K Sell
1,744
-80
-4% -$4.72K 0.02% 238
2025
Q1 		$110K Buy
1,824
+1,354
+288% +$77.5K 0.03% 241
2024
Q4 		$25.4K Sell
470
-61
-11% -$3.29K 0.01% 319
2024
Q3 		$24.2K Buy
+531
New +$23.3K 0.01% 321

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 $3.38T AUM 44.17% 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

ORG Wealth Partners's WMB Position: Q2 2026 in Review

ORG Wealth Partners increased its Williams Companies (WMB) stake by 32% in Q2 2026, buying an estimated $82.3K and bringing the position to 4,595 shares worth $342K. The position accounts for 0.05% of the portfolio, ranked #189.

ORG Wealth Partners first reported a position in WMB in Q3 2024 and has held it in 8 quarters since. 1,835 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • ORG Wealth Partners held 4,595 shares of Williams Companies worth $342K as of Q2 2026.
  • ORG Wealth Partners bought 1,119 Williams Companies shares in Q2 2026, an estimated $82.3K.
  • Williams Companies made up 0.05% of ORG Wealth Partners's portfolio in Q2 2026, its #189 holding.
  • ORG Wealth Partners first reported a position in Williams Companies in Q3 2024 and has held it in 8 quarters since.
  • 1,835 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.