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Prestige Wealth Management Group’s Williams Companies WMB Stock Holding History

Prestige Wealth Management 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 		$20.2K Hold
272
– – ﹤0.01% 351
2026
Q1 		$19.8K Hold
272
– – ﹤0.01% 336
2025
Q4 		$16.4K Hold
272
– – ﹤0.01% 370
2025
Q3 		$17.2K Hold
272
– – ﹤0.01% 374
2025
Q2 		$17.1K Hold
272
– – ﹤0.01% 368
2025
Q1 		$16.3K Hold
272
– – ﹤0.01% 372
2024
Q4 		$14.7K Hold
272
– – ﹤0.01% 404
2024
Q3 		$12.4K Hold
272
– – ﹤0.01% 415
2024
Q2 		$11.6K Sell
272
-133
-33% -$5.33K ﹤0.01% 386
2024
Q1 		$15.8K Sell
405
-56
-12% -$1.99K ﹤0.01% 374
2023
Q4 		$16.1K Sell
461
-162
-26% -$5.68K ﹤0.01% 363
2023
Q3 		$21K Buy
623
+10
+2% +$341 0.01% 332
2023
Q2 		$20K Buy
613
+31
+5% +$930 ﹤0.01% 366
2023
Q1 		$17.4K Buy
582
+86
+17% +$2.66K ﹤0.01% 353
2022
Q4 		$16.3K Buy
496
+130
+36% +$4.23K ﹤0.01% 382
2022
Q3 		$10K Sell
366
-39
-10% -$1.27K ﹤0.01% 423
2022
Q2 		$12K Buy
405
+39
+11% +$1.35K ﹤0.01% 412
2022
Q1 		$12K Sell
366
-9,108
-96% -$278K ﹤0.01% 434
2021
Q4 		$247K Sell
9,474
-1,547
-14% -$42.8K 0.06% 122
2021
Q3 		$286K Buy
11,021
+2,692
+32% +$67.8K 0.07% 110
2021
Q2 		$221K Buy
8,329
+272
+3% +$6.96K 0.06% 122
2021
Q1 		$191K Buy
8,057
+7,980
+10,364% +$181K 0.05% 126
2020
Q4 		$2K Buy
77
+16
+26% +$324 ﹤0.01% 803
2020
Q3 		$1K Hold
61
– – ﹤0.01% 855
2020
Q2 		$1K Hold
61
– – ﹤0.01% 862
2020
Q1 		$1K Buy
+61
New +$1.18K ﹤0.01% 868
2019
Q1 		– Sell
-255
Closed -$6K – 1144
2018
Q4 		$6K Buy
+255
New +$6.38K ﹤0.01% 562

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

Prestige Wealth Management Group's WMB Position: Q2 2026 in Review

Prestige Wealth Management Group held its Williams Companies (WMB) position steady in Q2 2026 at 272 shares worth $20.2K. The position accounts for ﹤0.01% of the portfolio, ranked #351.

Prestige Wealth Management Group first reported a position in WMB in Q4 2018 and has held it in 27 quarters since. The position peaked at $286K in Q3 2021. 1,835 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Prestige Wealth Management Group held 272 shares of Williams Companies worth $20.2K as of Q2 2026.
  • Prestige Wealth Management Group left its Williams Companies share count unchanged in Q2 2026.
  • Williams Companies made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #351 holding.
  • Prestige Wealth Management Group first reported a position in Williams Companies in Q4 2018 and has held it in 27 quarters since.
  • Prestige Wealth Management Group's Williams Companies position peaked at $286K in Q3 2021.
  • 1,835 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.