SIA
WMB icon

Schear Investment Advisers’s Williams Companies WMB Stock Holding History

Schear Investment Advisers’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 		$218K Sell
2,928
-769
-21% -$56.6K 0.07% 80
2026
Q1 		$269K Hold
3,697
– – 0.12% 70
2025
Q4 		$222K Hold
3,697
– – 0.1% 75
2025
Q3 		$234K Hold
3,697
– – 0.1% 83
2025
Q2 		$232K Hold
3,697
– – 0.12% 83
2025
Q1 		$221K Hold
3,697
– – 0.13% 84
2024
Q4 		$200K Buy
+3,697
New +$199K 0.11% 88

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

Schear Investment Advisers's WMB Position: Q2 2026 in Review

Schear Investment Advisers reduced its Williams Companies (WMB) stake by 21% in Q2 2026, selling an estimated $56.6K and leaving 2,928 shares worth $218K. The position accounts for 0.07% of the portfolio, ranked #80.

Schear Investment Advisers first reported a position in WMB in Q4 2024 and has held it in 7 quarters since. The position peaked at $269K in Q1 2026. 1,823 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Schear Investment Advisers held 2,928 shares of Williams Companies worth $218K as of Q2 2026.
  • Schear Investment Advisers sold 769 Williams Companies shares in Q2 2026, an estimated $56.6K.
  • Williams Companies made up 0.07% of Schear Investment Advisers's portfolio in Q2 2026, its #80 holding.
  • Schear Investment Advisers first reported a position in Williams Companies in Q4 2024 and has held it in 7 quarters since.
  • Schear Investment Advisers's Williams Companies position peaked at $269K in Q1 2026.
  • 1,823 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Schear Investment Advisers's 13F filing for Q2 2026, filed 27 Jul 2026.