Resonant Capital Advisors’s Williams Companies WMB Stock Holding History

Resonant Capital 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	$483K	Sell	6,494 -467	-7%	-$34.4K	0.02%	295
2026 Q1	$507K	Sell	6,961 -156	-2%	-$10.8K	0.03%	268
2025 Q4	$428K	Sell	7,117 -69	-1%	-$4.17K	0.02%	270
2025 Q3	$455K	Sell	7,186 -124	-2%	-$7.28K	0.03%	259
2025 Q2	$459K	Buy	7,310 +1,566	+27%	+$92.5K	0.03%	248
2025 Q1	$343K	Buy	5,744 +383	+7%	+$21.9K	0.02%	263
2024 Q4	$290K	Buy	5,361 +238	+5%	+$12.8K	0.02%	280
2024 Q3	$234K	Buy	5,123 +12	+0.2%	+$527	0.02%	318
2024 Q2	$217K	Buy	+5,111	New	+$205K	0.02%	319

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 $3.38T AUM 44.17% 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

Resonant Capital Advisors's WMB Position: Q2 2026 in Review

Resonant Capital Advisors reduced its Williams Companies (WMB) stake by 6.7% in Q2 2026, selling an estimated $34.4K and leaving 6,494 shares worth $483K. The position accounts for 0.02% of the portfolio, ranked #295.

Resonant Capital Advisors first reported a position in WMB in Q2 2024 and has held it in 9 quarters since. The position peaked at $507K in Q1 2026. 1,835 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Resonant Capital Advisors held 6,494 shares of Williams Companies worth $483K as of Q2 2026.
Resonant Capital Advisors sold 467 Williams Companies shares in Q2 2026, an estimated $34.4K.
Williams Companies made up 0.02% of Resonant Capital Advisors's portfolio in Q2 2026, its #295 holding.
Resonant Capital Advisors first reported a position in Williams Companies in Q2 2024 and has held it in 9 quarters since.
Resonant Capital Advisors's Williams Companies position peaked at $507K in Q1 2026.
1,835 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.