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SageView Advisory Group’s Williams Companies WMB Stock Holding History

SageView Advisory 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 		$848K Buy
11,413
+2,504
+28% +$184K 0.03% 266
2026
Q1 		$648K Buy
8,909
+494
+6% +$34.2K 0.02% 296
2025
Q4 		$506K Sell
8,415
-8,642
-51% -$522K 0.02% 361
2025
Q3 		$1.08M Sell
17,057
-311
-2% -$18.3K 0.04% 259
2025
Q2 		$999K Buy
17,368
+1
+0% +$59 0.04% 243
2025
Q1 		$1.04M Sell
17,367
-765
-4% -$43.8K 0.04% 222
2024
Q4 		$981K Sell
18,132
-1,204
-6% -$64.9K 0.04% 226
2024
Q3 		$883K Sell
19,336
-9,278
-32% -$408K 0.04% 216
2024
Q2 		$1.22M Buy
+28,614
New +$1.15M 0.06% 192
2024
Q1 		– Sell
-45,506
Closed -$1.6M – 833
2023
Q4 		$1.6M Buy
45,506
+7,293
+19% +$256K 0.07% 180
2023
Q3 		$1.29M Sell
38,213
-5,696
-13% -$194K 0.07% 176
2023
Q2 		$1.43M Buy
43,909
+1,891
+5% +$56.8K 0.08% 171
2023
Q1 		$1.25M Buy
42,018
+29,649
+240% +$916K 0.08% 174
2022
Q4 		$407K Buy
+12,369
New +$403K 0.03% 271

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

SageView Advisory Group's WMB Position: Q2 2026 in Review

SageView Advisory Group increased its Williams Companies (WMB) stake by 28% in Q2 2026, buying an estimated $184K and bringing the position to 11,413 shares worth $848K. The position accounts for 0.03% of the portfolio, ranked #266.

SageView Advisory Group first reported a position in WMB in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.6M in Q4 2023. 1,833 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • SageView Advisory Group held 11,413 shares of Williams Companies worth $848K as of Q2 2026.
  • SageView Advisory Group bought 2,504 Williams Companies shares in Q2 2026, an estimated $184K.
  • Williams Companies made up 0.03% of SageView Advisory Group's portfolio in Q2 2026, its #266 holding.
  • SageView Advisory Group first reported a position in Williams Companies in Q4 2022 and has held it in 14 quarters since.
  • SageView Advisory Group's Williams Companies position peaked at $1.6M in Q4 2023.
  • 1,833 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.