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Richardson Financial Services’s Williams Companies WMB Stock Holding History

Richardson Financial Services’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 		$307K Sell
4,127
-2,554
-38% -$188K 0.17% 122
2026
Q1 		$486K Sell
6,681
-95
-1% -$6.58K 0.3% 82
2025
Q4 		$407K Buy
6,776
+288
+4% +$17.4K 0.13% 98
2025
Q3 		$411K Buy
6,488
+211
+3% +$12.4K 0.25% 92
2025
Q2 		$369K Buy
6,277
+11
+0.2% +$649 0.25% 104
2025
Q1 		$374K Sell
6,266
-166
-3% -$9.5K 0.29% 103
2024
Q4 		$348K Buy
6,432
+532
+9% +$28.7K 0.24% 105
2024
Q3 		$251K Hold
5,900
– – 0.16% 127
2024
Q2 		$251K Sell
5,900
-1,391
-19% -$55.8K 0.18% 120
2024
Q1 		$284K Buy
7,291
+245
+3% +$8.71K 0.2% 113
2023
Q4 		$245K Buy
+7,046
New +$247K 0.22% 107

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

Richardson Financial Services's WMB Position: Q2 2026 in Review

Richardson Financial Services reduced its Williams Companies (WMB) stake by 38% in Q2 2026, selling an estimated $188K and leaving 4,127 shares worth $307K. The position accounts for 0.17% of the portfolio, ranked #122.

Richardson Financial Services first reported a position in WMB in Q4 2023 and has held it in 11 quarters since. The position peaked at $486K in Q1 2026. 1,830 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Richardson Financial Services held 4,127 shares of Williams Companies worth $307K as of Q2 2026.
  • Richardson Financial Services sold 2,554 Williams Companies shares in Q2 2026, an estimated $188K.
  • Williams Companies made up 0.17% of Richardson Financial Services's portfolio in Q2 2026, its #122 holding.
  • Richardson Financial Services first reported a position in Williams Companies in Q4 2023 and has held it in 11 quarters since.
  • Richardson Financial Services's Williams Companies position peaked at $486K in Q1 2026.
  • 1,830 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.