Smith Group Asset Management’s Williams Companies WMB Stock Holding History

Smith Group Asset 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	–	Sell	-15,000	Closed	-$1.09M	–	188
2026 Q1	$1.09M	Hold	15,000	–	–	0.06%	87
2025 Q4	$902K	Hold	15,000	–	–	0.05%	102
2025 Q3	$950K	Hold	15,000	–	–	0.05%	96
2025 Q2	$942K	Hold	15,000	–	–	0.06%	94
2025 Q1	$896K	Hold	15,000	–	–	0.07%	89
2024 Q4	$812K	Buy	+15,000	New	+$808K	0.06%	100
2015 Q4	–	Sell	-115,000	Closed	-$4.24M	–	513
2015 Q3	$4.24M	Sell	115,000 -9,900	-8%	-$493K	0.16%	97
2015 Q2	$7.17M	Buy	+124,900	New	+$6.44M	0.24%	93

Other funds holding WMB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Smith Group Asset Management's WMB Position: Q2 2026 in Review

Smith Group Asset Management sold out of Williams Companies (WMB) in Q2 2026, closing a stake of 15,000 shares — an estimated $1.09M sold.

Smith Group Asset Management first reported a position in WMB in Q2 2015 and held it in 8 quarters. The position peaked at $7.17M in Q2 2015. 1,830 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Smith Group Asset Management reported no remaining Williams Companies position as of Q2 2026 after selling out during the quarter.
Smith Group Asset Management sold 15,000 Williams Companies shares in Q2 2026, an estimated $1.09M.
Smith Group Asset Management first reported a position in Williams Companies in Q2 2015 and held it in 8 quarters.
Smith Group Asset Management's Williams Companies position peaked at $7.17M in Q2 2015.
1,830 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Smith Group Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.