SP
WMB icon

SmartHarvest Portfolios’s Williams Companies WMB Stock Holding History

SmartHarvest Portfolios’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 		$475K Buy
6,390
+420
+7% +$30.9K 0.15% 139
2026
Q1 		$435K Sell
5,970
-1,964
-25% -$136K 0.18% 118
2025
Q4 		$477K Buy
+7,934
New +$480K 0.17% 125

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

SmartHarvest Portfolios's WMB Position: Q2 2026 in Review

SmartHarvest Portfolios increased its Williams Companies (WMB) stake by 7% in Q2 2026, buying an estimated $30.9K and bringing the position to 6,390 shares worth $475K. The position accounts for 0.15% of the portfolio, ranked #139.

SmartHarvest Portfolios first reported a position in WMB in Q4 2025 and has held it in 3 quarters since. The position peaked at $477K in Q4 2025. 1,827 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • SmartHarvest Portfolios held 6,390 shares of Williams Companies worth $475K as of Q2 2026.
  • SmartHarvest Portfolios bought 420 Williams Companies shares in Q2 2026, an estimated $30.9K.
  • Williams Companies made up 0.15% of SmartHarvest Portfolios's portfolio in Q2 2026, its #139 holding.
  • SmartHarvest Portfolios first reported a position in Williams Companies in Q4 2025 and has held it in 3 quarters since.
  • SmartHarvest Portfolios's Williams Companies position peaked at $477K in Q4 2025.
  • 1,827 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on SmartHarvest Portfolios's 13F filing for Q2 2026, filed 4 Aug 2026.