SQA
WMB icon

Simon Quick Advisors’s Williams Companies WMB Stock Holding History

Simon Quick 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 		$7.11M Buy
95,575
+401
+0.4% +$29.5K 0.29% 57
2026
Q1 		$6.93M Sell
95,174
-2,892
-3% -$200K 0.32% 54
2025
Q4 		$5.89M Buy
98,066
+29,517
+43% +$1.78M 0.26% 63
2025
Q3 		$4.34M Sell
68,549
-648
-0.9% -$38K 0.2% 77
2025
Q2 		$4.35M Buy
69,197
+58,339
+537% +$3.44M 0.22% 70
2025
Q1 		$649K Buy
10,858
+2,898
+36% +$166K 0.04% 244
2024
Q4 		$431K Buy
7,960
+960
+14% +$51.7K 0.03% 273
2024
Q3 		$320K Buy
7,000
+681
+11% +$29.9K 0.02% 311
2024
Q2 		$269K Sell
6,319
-6,735
-52% -$270K 0.02% 302
2024
Q1 		$509K Buy
+13,054
New +$464K 0.04% 201
2020
Q3 		– Sell
-110
Closed -$2K – 513
2020
Q2 		$2K Hold
110
– – ﹤0.01% 423
2020
Q1 		$2K Sell
110
-390
-78% -$7.55K ﹤0.01% 430
2019
Q4 		$12K Hold
500
– – ﹤0.01% 383
2019
Q3 		$12K Buy
500
+408
+443% +$10.3K 0.01% 261
2019
Q2 		$2.58K Sell
92
-4,796
-98% -$133K ﹤0.01% 343
2019
Q1 		$140K Buy
4,888
+4,000
+450% +$107K 0.06% 93
2018
Q4 		$20K Hold
888
– – 0.01% 251
2018
Q3 		$24K Buy
888
+258
+41% +$7.49K 0.01% 220
2018
Q2 		$17K Sell
630
-370
-37% -$9.76K 0.01% 245
2018
Q1 		$25K Buy
1,000
+500
+100% +$14.8K 0.01% 205
2017
Q4 		$16K Sell
500
-2,641
-84% -$76.8K 0.01% 304
2017
Q3 		$94K Hold
3,141
– – 0.03% 198
2017
Q2 		$95K Sell
3,141
-954
-23% -$28.4K 0.05% 94
2017
Q1 		$121K Buy
+4,095
New +$118K 0.07% 106

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

Simon Quick Advisors's WMB Position: Q2 2026 in Review

Simon Quick Advisors increased its Williams Companies (WMB) stake by 0.42% in Q2 2026, buying an estimated $29.5K and bringing the position to 95,575 shares worth $7.11M. The position accounts for 0.29% of the portfolio, ranked #57.

Simon Quick Advisors first reported a position in WMB in Q1 2017 and has held it in 24 quarters since. 1,820 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Simon Quick Advisors held 95,575 shares of Williams Companies worth $7.11M as of Q2 2026.
  • Simon Quick Advisors bought 401 Williams Companies shares in Q2 2026, an estimated $29.5K.
  • Williams Companies made up 0.29% of Simon Quick Advisors's portfolio in Q2 2026, its #57 holding.
  • Simon Quick Advisors first reported a position in Williams Companies in Q1 2017 and has held it in 24 quarters since.
  • 1,820 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.