Ritter Daniher Financial Advisory’s Williams Companies WMB Stock Holding History

Ritter Daniher Financial Advisory’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	$7.14K	Hold	96	–	–	﹤0.01%	480
2026 Q1	$6.99K	Hold	96	–	–	﹤0.01%	473
2025 Q4	$5.77K	Hold	96	–	–	﹤0.01%	498
2025 Q3	$6.08K	Buy	+96	New	+$5.63K	﹤0.01%	383

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

Ritter Daniher Financial Advisory's WMB Position: Q2 2026 in Review

Ritter Daniher Financial Advisory held its Williams Companies (WMB) position steady in Q2 2026 at 96 shares worth $7.14K. The position accounts for ﹤0.01% of the portfolio, ranked #480.

Ritter Daniher Financial Advisory first reported a position in WMB in Q3 2025 and has held it in 4 quarters since. 1,835 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Ritter Daniher Financial Advisory held 96 shares of Williams Companies worth $7.14K as of Q2 2026.
Ritter Daniher Financial Advisory left its Williams Companies share count unchanged in Q2 2026.
Williams Companies made up ﹤0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #480 holding.
Ritter Daniher Financial Advisory first reported a position in Williams Companies in Q3 2025 and has held it in 4 quarters since.
1,835 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.