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

Private 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	$34.9K	Hold	469	–	–	0.01%	274
2026 Q1	$34.1K	Hold	469	–	–	0.01%	241
2025 Q4	$28.2K	Hold	469	–	–	0.01%	262
2025 Q3	$29.7K	Hold	469	–	–	0.01%	255
2025 Q2	$29.5K	Buy	469 +240	+105%	+$14.2K	0.01%	234
2025 Q1	$13.7K	Hold	229	–	–	0.01%	385
2024 Q4	$12.4K	Sell	229 -45	-16%	-$2.42K	﹤0.01%	413
2024 Q3	$12.5K	Hold	274	–	–	﹤0.01%	392
2024 Q2	$11.6K	Hold	274	–	–	0.01%	406
2024 Q1	$10.7K	Hold	274	–	–	﹤0.01%	395
2023 Q4	$9.54K	Buy	+274	New	+$9.62K	﹤0.01%	416

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

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

Private Wealth Management Group held its Williams Companies (WMB) position steady in Q2 2026 at 469 shares worth $34.9K. The position accounts for 0.01% of the portfolio, ranked #274.

Private Wealth Management Group first reported a position in WMB in Q4 2023 and has held it in 11 quarters since. 1,820 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Private Wealth Management Group held 469 shares of Williams Companies worth $34.9K as of Q2 2026.
Private Wealth Management Group left its Williams Companies share count unchanged in Q2 2026.
Williams Companies made up 0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #274 holding.
Private Wealth Management Group first reported a position in Williams Companies in Q4 2023 and has held it in 11 quarters since.
1,820 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

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