Raymond James Financial
WMB icon

Raymond James Financial’s Williams Companies WMB Stock Holding History

Raymond James Financial’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
2025
Q1 		– Sell
-300
Closed -$12.9K – 4973
2024
Q4 		$12.9K Buy
+300
New +$16.2K ﹤0.01% 4761

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

Raymond James Financial's WMB Position: Q2 2026 in Review

Raymond James Financial reduced its Williams Companies (WMB) stake by 1.9% in Q2 2026, selling an estimated $13M and leaving 8,937,003 shares worth $664M. The position accounts for 0.18% of the portfolio, ranked #96.

Raymond James Financial first reported a position in WMB in Q4 2024 and has held it in 7 quarters since. 1,836 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Raymond James Financial held 8,937,003 shares of Williams Companies worth $664M as of Q2 2026.
  • Raymond James Financial sold 176,462 Williams Companies shares in Q2 2026, an estimated $13M.
  • Williams Companies made up 0.18% of Raymond James Financial's portfolio in Q2 2026, its #96 holding.
  • Raymond James Financial first reported a position in Williams Companies in Q4 2024 and has held it in 7 quarters since.
  • 1,836 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.