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Silver Oak Securities’s Williams Companies WMB Stock Holding History

Silver Oak Securities’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 		$201K Sell
2,704
-2,523
-48% -$186K 0.01% 745
2026
Q1 		$380K Buy
5,227
+2,630
+101% +$182K 0.03% 516
2025
Q4 		$156K Sell
2,597
-485
-16% -$29.3K 0.01% 770
2025
Q3 		$195K Sell
3,082
-612
-17% -$35.9K 0.01% 707
2025
Q2 		$232K Buy
3,694
+1,478
+67% +$87.3K 0.02% 616
2025
Q1 		$131K Buy
+2,216
New +$127K 0.01% 615
2024
Q2 		– Sell
-862
Closed -$33.6K – 532
2024
Q1 		$33.6K Buy
+862
New +$30.6K 0.01% 450

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 $3.38T AUM 44.17% 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

Silver Oak Securities's WMB Position: Q2 2026 in Review

Silver Oak Securities reduced its Williams Companies (WMB) stake by 48% in Q2 2026, selling an estimated $186K and leaving 2,704 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #745.

Silver Oak Securities first reported a position in WMB in Q1 2024 and has held it in 7 quarters since. The position peaked at $380K in Q1 2026. 1,835 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Silver Oak Securities held 2,704 shares of Williams Companies worth $201K as of Q2 2026.
  • Silver Oak Securities sold 2,523 Williams Companies shares in Q2 2026, an estimated $186K.
  • Williams Companies made up 0.01% of Silver Oak Securities's portfolio in Q2 2026, its #745 holding.
  • Silver Oak Securities first reported a position in Williams Companies in Q1 2024 and has held it in 7 quarters since.
  • Silver Oak Securities's Williams Companies position peaked at $380K in Q1 2026.
  • 1,835 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.