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Savvy Advisors Inc’s Williams Companies WMB Stock Holding History

Savvy Advisors Inc’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 		$1.93M Buy
25,988
+1,596
+7% +$117K 0.04% 340
2026
Q1 		$1.78M Buy
24,392
+9,363
+62% +$648K 0.05% 293
2025
Q4 		$903K Sell
15,029
-960
-6% -$58K 0.03% 389
2025
Q3 		$1.01M Buy
15,989
+3,717
+30% +$218K 0.05% 265
2025
Q2 		$771K Buy
12,272
+7,200
+142% +$425K 0.05% 262
2025
Q1 		$303K Buy
5,072
+1,142
+29% +$65.4K 0.03% 392
2024
Q4 		$213K Buy
+3,930
New +$212K 0.03% 422

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 $3.38T AUM 44.17% 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

Savvy Advisors Inc's WMB Position: Q2 2026 in Review

Savvy Advisors Inc increased its Williams Companies (WMB) stake by 6.5% in Q2 2026, buying an estimated $117K and bringing the position to 25,988 shares worth $1.93M. The position accounts for 0.04% of the portfolio, ranked #340.

Savvy Advisors Inc first reported a position in WMB in Q4 2024 and has held it in 7 quarters since. 1,835 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Savvy Advisors Inc held 25,988 shares of Williams Companies worth $1.93M as of Q2 2026.
  • Savvy Advisors Inc bought 1,596 Williams Companies shares in Q2 2026, an estimated $117K.
  • Williams Companies made up 0.04% of Savvy Advisors Inc's portfolio in Q2 2026, its #340 holding.
  • Savvy Advisors Inc first reported a position in Williams Companies in Q4 2024 and has held it in 7 quarters since.
  • 1,835 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.