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Powell Investment Advisors’s Williams Companies WMB Stock Holding History

Powell Investment 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 		$461K Hold
6,202
– – 0.15% 81
2026
Q1 		$451K Hold
6,202
– – 0.16% 87
2025
Q4 		$373K Hold
6,202
– – 0.13% 97
2025
Q3 		$393K Hold
6,202
– – 0.14% 94
2025
Q2 		$390K Hold
6,202
– – 0.15% 89
2025
Q1 		$371K Hold
6,202
– – 0.18% 73
2024
Q4 		$336K Hold
6,202
– – 0.16% 85
2024
Q3 		$283K Hold
6,202
– – 0.13% 92
2024
Q2 		$264K Hold
6,202
– – 0.14% 91
2024
Q1 		$242K Hold
6,202
– – 0.13% 96
2023
Q4 		$216K Hold
6,202
– – 0.12% 109
2023
Q3 		$209K Sell
6,202
-1
-0% -$34 0.13% 103
2023
Q2 		$202K Buy
+6,203
New +$186K 0.12% 102
2023
Q1 		– Sell
-6,203
Closed -$204K – 142
2022
Q4 		$204K Buy
+6,203
New +$202K 0.12% 101
2022
Q2 		– Sell
-6,203
Closed -$207K – 149
2022
Q1 		$207K Buy
+6,203
New +$190K 0.12% 99
2020
Q3 		– Sell
-15,284
Closed -$291K – 124
2020
Q2 		$291K Buy
15,284
+194
+1% +$3.61K 0.28% 63
2020
Q1 		$214K Sell
15,090
-6,252
-29% -$121K 0.26% 81
2019
Q4 		$506K Buy
+21,342
New +$489K 0.53% 41

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

Powell Investment Advisors's WMB Position: Q2 2026 in Review

Powell Investment Advisors held its Williams Companies (WMB) position steady in Q2 2026 at 6,202 shares worth $461K. The position accounts for 0.15% of the portfolio, ranked #81.

Powell Investment Advisors first reported a position in WMB in Q4 2019 and has held it in 18 quarters since. The position peaked at $506K in Q4 2019. 1,833 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Powell Investment Advisors held 6,202 shares of Williams Companies worth $461K as of Q2 2026.
  • Powell Investment Advisors left its Williams Companies share count unchanged in Q2 2026.
  • Williams Companies made up 0.15% of Powell Investment Advisors's portfolio in Q2 2026, its #81 holding.
  • Powell Investment Advisors first reported a position in Williams Companies in Q4 2019 and has held it in 18 quarters since.
  • Powell Investment Advisors's Williams Companies position peaked at $506K in Q4 2019.
  • 1,833 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Powell Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.