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Provenance Wealth Advisors’s Williams Companies WMB Stock Holding History

Provenance Wealth 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 		$1.04K Buy
+14
New +$1.03K ﹤0.01% 506
2024
Q1 		– Sell
-189
Closed -$6.58K – 629
2023
Q4 		$6.58K Buy
+189
New +$6.63K ﹤0.01% 345

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

Provenance Wealth Advisors's WMB Position: Q2 2026 in Review

Provenance Wealth Advisors opened a new position in Williams Companies (WMB) in Q2 2026: 14 shares worth $1.04K. The stake represents ﹤0.01% of the portfolio and ranks #506 among its holdings. This is a return to the name: Provenance Wealth Advisors previously reported a position in WMB as recently as Q4 2023.

Provenance Wealth Advisors first reported a position in WMB in Q4 2023 and has held it in 2 quarters since. The position peaked at $6.58K in Q4 2023. 1,833 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Provenance Wealth Advisors held 14 shares of Williams Companies worth $1.04K as of Q2 2026.
  • Williams Companies was a new Provenance Wealth Advisors position in Q2 2026.
  • Williams Companies made up ﹤0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #506 holding.
  • Provenance Wealth Advisors first reported a position in Williams Companies in Q4 2023 and has held it in 2 quarters since.
  • Provenance Wealth Advisors's Williams Companies position peaked at $6.58K in Q4 2023.
  • 1,833 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.