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S Harris Financial Group’s Williams Companies WMB Stock Holding History

S Harris Financial Group’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 		$284K Sell
3,823
-60
-2% -$4.42K 0.22% 82
2026
Q1 		$283K Sell
3,883
-286
-7% -$19.8K 0.26% 70
2025
Q4 		$251K Buy
+4,169
New +$252K 0.24% 73

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

S Harris Financial Group's WMB Position: Q2 2026 in Review

S Harris Financial Group reduced its Williams Companies (WMB) stake by 1.5% in Q2 2026, selling an estimated $4.42K and leaving 3,823 shares worth $284K. The position accounts for 0.22% of the portfolio, ranked #82.

S Harris Financial Group first reported a position in WMB in Q4 2025 and has held it in 3 quarters since. 1,820 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • S Harris Financial Group held 3,823 shares of Williams Companies worth $284K as of Q2 2026.
  • S Harris Financial Group sold 60 Williams Companies shares in Q2 2026, an estimated $4.42K.
  • Williams Companies made up 0.22% of S Harris Financial Group's portfolio in Q2 2026, its #82 holding.
  • S Harris Financial Group first reported a position in Williams Companies in Q4 2025 and has held it in 3 quarters since.
  • 1,820 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on S Harris Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.