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Private Wealth Asset Management’s Williams Companies WMB Stock Holding History

Private Wealth Asset Management’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 		$32.9K Hold
442
– – ﹤0.01% 491
2026
Q1 		$32.2K Sell
442
-8
-2% -$554 ﹤0.01% 495
2025
Q4 		$27.1K Hold
450
– – ﹤0.01% 501
2025
Q3 		$28.5K Hold
450
– – ﹤0.01% 472
2025
Q2 		$28.3K Sell
450
-35
-7% -$2.07K ﹤0.01% 496
2025
Q1 		$29K Buy
+485
New +$27.8K ﹤0.01% 449

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

Private Wealth Asset Management's WMB Position: Q2 2026 in Review

Private Wealth Asset Management held its Williams Companies (WMB) position steady in Q2 2026 at 442 shares worth $32.9K. The position accounts for ﹤0.01% of the portfolio, ranked #491.

Private Wealth Asset Management first reported a position in WMB in Q1 2025 and has held it in 6 quarters since. 1,835 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Private Wealth Asset Management held 442 shares of Williams Companies worth $32.9K as of Q2 2026.
  • Private Wealth Asset Management left its Williams Companies share count unchanged in Q2 2026.
  • Williams Companies made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #491 holding.
  • Private Wealth Asset Management first reported a position in Williams Companies in Q1 2025 and has held it in 6 quarters since.
  • 1,835 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.