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SageGuard Financial Group’s Williams Companies WMB Stock Holding History

SageGuard 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 		$568K Sell
7,643
-198
-3% -$14.6K 0.08% 130
2026
Q1 		$571K Sell
7,841
-599
-7% -$41.5K 0.09% 114
2025
Q4 		$507K Buy
+8,440
New +$510K 0.08% 114

Other funds holding WMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

SageGuard Financial Group's WMB Position: Q2 2026 in Review

SageGuard Financial Group reduced its Williams Companies (WMB) stake by 2.5% in Q2 2026, selling an estimated $14.6K and leaving 7,643 shares worth $568K. The position accounts for 0.08% of the portfolio, ranked #130.

SageGuard Financial Group first reported a position in WMB in Q4 2025 and has held it in 3 quarters since. The position peaked at $571K in Q1 2026. 1,084 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • SageGuard Financial Group held 7,643 shares of Williams Companies worth $568K as of Q2 2026.
  • SageGuard Financial Group sold 198 Williams Companies shares in Q2 2026, an estimated $14.6K.
  • Williams Companies made up 0.08% of SageGuard Financial Group's portfolio in Q2 2026, its #130 holding.
  • SageGuard Financial Group first reported a position in Williams Companies in Q4 2025 and has held it in 3 quarters since.
  • SageGuard Financial Group's Williams Companies position peaked at $571K in Q1 2026.
  • 1,084 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.