Pacific Excel Wealth Advisors’s Williams Companies WMB Stock Holding History

Pacific Excel Wealth 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	$978K	Buy	+13,158	New	+$968K	0.38%	63

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

Pacific Excel Wealth Advisors's WMB Position: Q2 2026 in Review

Pacific Excel Wealth Advisors opened a new position in Williams Companies (WMB) in Q2 2026: 13,158 shares worth $978K. The stake represents 0.38% of the portfolio and ranks #63 among its holdings.

1,827 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Pacific Excel Wealth Advisors held 13,158 shares of Williams Companies worth $978K as of Q2 2026.
Williams Companies was a new Pacific Excel Wealth Advisors position in Q2 2026.
Williams Companies made up 0.38% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #63 holding.
1,827 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.