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Sequoia Financial Advisors’s Williams Companies WMB Stock Holding History

Sequoia Financial Advisors’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 		$4.2M Sell
56,563
-2,625
-4% -$193K 0.02% 385
2026
Q1 		$4.31M Buy
59,188
+3,637
+7% +$252K 0.02% 352
2025
Q4 		$3.34M Buy
55,551
+8,302
+18% +$502K 0.02% 422
2025
Q3 		$2.99M Buy
47,249
+2,414
+5% +$142K 0.02% 419
2025
Q2 		$2.82M Buy
44,835
+3,070
+7% +$181K 0.02% 397
2025
Q1 		$2.5M Buy
41,765
+874
+2% +$50K 0.02% 391
2024
Q4 		$2.21M Buy
40,891
+4,432
+12% +$239K 0.02% 384
2024
Q3 		$1.66M Buy
36,459
+12,256
+51% +$539K 0.02% 411
2024
Q2 		$1.03M Buy
24,203
+2,179
+10% +$87.4K 0.01% 475
2024
Q1 		$858K Sell
22,024
-4,707
-18% -$167K 0.01% 511
2023
Q4 		$931K Buy
26,731
+10,619
+66% +$373K 0.01% 543
2023
Q3 		$543K Sell
16,112
-162
-1% -$5.53K 0.01% 495
2023
Q2 		$531K Buy
16,274
+1,059
+7% +$31.8K 0.01% 508
2023
Q1 		$454K Sell
15,215
-100
-0.7% -$3.09K 0.01% 489
2022
Q4 		$504K Buy
+15,315
New +$499K 0.01% 434
2022
Q3 		– Sell
-9,549
Closed -$298K – 597
2022
Q2 		$298K Buy
9,549
+11
+0.1% +$380 0.01% 440
2022
Q1 		$319K Buy
+9,538
New +$291K 0.01% 481
2019
Q3 		– Sell
-17,048
Closed -$478K – 393
2019
Q2 		$478K Sell
17,048
-1,895
-10% -$52.7K 0.04% 198
2019
Q1 		$544K Buy
+18,943
New +$508K 0.04% 172
2014
Q4 		– Sell
-8,316
Closed -$460K – 175
2014
Q3 		$460K Buy
8,316
+2,754
+50% +$158K 0.32% 75
2014
Q2 		$324K Buy
+5,562
New +$258K 0.25% 95

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

Sequoia Financial Advisors's WMB Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Williams Companies (WMB) stake by 4.4% in Q2 2026, selling an estimated $193K and leaving 56,563 shares worth $4.2M. The position accounts for 0.02% of the portfolio, ranked #385.

Sequoia Financial Advisors first reported a position in WMB in Q2 2014 and has held it in 21 quarters since. The position peaked at $4.31M in Q1 2026. 1,829 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Sequoia Financial Advisors held 56,563 shares of Williams Companies worth $4.2M as of Q2 2026.
  • Sequoia Financial Advisors sold 2,625 Williams Companies shares in Q2 2026, an estimated $193K.
  • Williams Companies made up 0.02% of Sequoia Financial Advisors's portfolio in Q2 2026, its #385 holding.
  • Sequoia Financial Advisors first reported a position in Williams Companies in Q2 2014 and has held it in 21 quarters since.
  • Sequoia Financial Advisors's Williams Companies position peaked at $4.31M in Q1 2026.
  • 1,829 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.