SWM
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Shrier Wealth Management’s Williams Companies WMB Stock Holding History

Shrier Wealth Management’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 		$5.32M Buy
71,505
+121
+0.2% +$8.9K 1.79% 11
2026
Q1 		$5.2M Buy
71,384
+292
+0.4% +$20.2K 1.9% 11
2025
Q4 		$4.27M Buy
+71,092
New +$4.3M 1.68% 12

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

Shrier Wealth Management's WMB Position: Q2 2026 in Review

Shrier Wealth Management increased its Williams Companies (WMB) stake by 0.17% in Q2 2026, buying an estimated $8.9K and bringing the position to 71,505 shares worth $5.32M. The position accounts for 1.79% of the portfolio, ranked #11.

Shrier Wealth Management first reported a position in WMB in Q4 2025 and has held it in 3 quarters since. 1,820 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Shrier Wealth Management held 71,505 shares of Williams Companies worth $5.32M as of Q2 2026.
  • Shrier Wealth Management bought 121 Williams Companies shares in Q2 2026, an estimated $8.9K.
  • Williams Companies made up 1.79% of Shrier Wealth Management's portfolio in Q2 2026, its #11 holding.
  • Shrier Wealth Management first reported a position in Williams Companies in Q4 2025 and has held it in 3 quarters since.
  • 1,820 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Shrier Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.