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Saxon Interests’s Williams Companies WMB Stock Holding History

Saxon Interests’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 		$220K Sell
2,959
-49
-2% -$3.61K 0.06% 215
2026
Q1 		$219K Buy
+3,008
New +$208K 0.08% 213
2025
Q4 		– Sell
-3,490
Closed -$202K – 225
2025
Q3 		$202K Sell
3,490
-68
-2% -$3.99K 0.08% 198
2025
Q2 		$213K Hold
3,558
– – 0.1% 171
2025
Q1 		$213K Buy
+3,558
New +$204K 0.1% 171

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

Saxon Interests's WMB Position: Q2 2026 in Review

Saxon Interests reduced its Williams Companies (WMB) stake by 1.6% in Q2 2026, selling an estimated $3.61K and leaving 2,959 shares worth $220K. The position accounts for 0.06% of the portfolio, ranked #215.

Saxon Interests first reported a position in WMB in Q1 2025 and has held it in 5 quarters since. 1,826 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Saxon Interests held 2,959 shares of Williams Companies worth $220K as of Q2 2026.
  • Saxon Interests sold 49 Williams Companies shares in Q2 2026, an estimated $3.61K.
  • Williams Companies made up 0.06% of Saxon Interests's portfolio in Q2 2026, its #215 holding.
  • Saxon Interests first reported a position in Williams Companies in Q1 2025 and has held it in 5 quarters since.
  • 1,826 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Saxon Interests's 13F filing for Q2 2026, filed 12 Aug 2026.