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Private Advisor Group’s Williams Companies WMB Stock Holding History

Private Advisor 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
2023
Q4 		– Sell
-85,100
Closed -$28.7K – 2537
2023
Q3 		$28.7K Buy
+85,100
New +$2.9M ﹤0.01% 2071

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

Private Advisor Group's WMB Position: Q2 2026 in Review

Private Advisor Group reduced its Williams Companies (WMB) stake by 21% in Q2 2026, selling an estimated $2.1M and leaving 108,609 shares worth $8.07M. The position accounts for 0.04% of the portfolio, ranked #456.

Private Advisor Group first reported a position in WMB in Q4 2013 and has held it in 51 quarters since. The position peaked at $9.99M in Q1 2026. 1,831 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Private Advisor Group held 108,609 shares of Williams Companies worth $8.07M as of Q2 2026.
  • Private Advisor Group sold 28,593 Williams Companies shares in Q2 2026, an estimated $2.1M.
  • Williams Companies made up 0.04% of Private Advisor Group's portfolio in Q2 2026, its #456 holding.
  • Private Advisor Group first reported a position in Williams Companies in Q4 2013 and has held it in 51 quarters since.
  • Private Advisor Group's Williams Companies position peaked at $9.99M in Q1 2026.
  • 1,831 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.