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Serenus Wealth Advisors’s Williams Companies WMB Stock Holding History

Serenus Wealth 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 		$223K Sell
3,000
-105
-3% -$7.73K 0.04% 67
2026
Q1 		$226K Buy
+3,105
New +$215K 0.05% 61

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

Serenus Wealth Advisors's WMB Position: Q2 2026 in Review

Serenus Wealth Advisors reduced its Williams Companies (WMB) stake by 3.4% in Q2 2026, selling an estimated $7.73K and leaving 3,000 shares worth $223K. The position accounts for 0.04% of the portfolio, ranked #67.

Serenus Wealth Advisors first reported a position in WMB in Q1 2026 and has held it in 2 quarters since. The position peaked at $226K in Q1 2026. 1,822 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Serenus Wealth Advisors held 3,000 shares of Williams Companies worth $223K as of Q2 2026.
  • Serenus Wealth Advisors sold 105 Williams Companies shares in Q2 2026, an estimated $7.73K.
  • Williams Companies made up 0.04% of Serenus Wealth Advisors's portfolio in Q2 2026, its #67 holding.
  • Serenus Wealth Advisors first reported a position in Williams Companies in Q1 2026 and has held it in 2 quarters since.
  • Serenus Wealth Advisors's Williams Companies position peaked at $226K in Q1 2026.
  • 1,822 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Serenus Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.