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Soltis Investment Advisors’s Williams Companies WMB Stock Holding History

Soltis Investment 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 		$269K Buy
3,620
+218
+6% +$16K 0.02% 534
2026
Q1 		$248K Buy
+3,402
New +$236K 0.02% 488

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

Soltis Investment Advisors's WMB Position: Q2 2026 in Review

Soltis Investment Advisors increased its Williams Companies (WMB) stake by 6.4% in Q2 2026, buying an estimated $16K and bringing the position to 3,620 shares worth $269K. The position accounts for 0.02% of the portfolio, ranked #534.

Soltis Investment Advisors first reported a position in WMB in Q1 2026 and has held it in 2 quarters since. 1,822 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Soltis Investment Advisors held 3,620 shares of Williams Companies worth $269K as of Q2 2026.
  • Soltis Investment Advisors bought 218 Williams Companies shares in Q2 2026, an estimated $16K.
  • Williams Companies made up 0.02% of Soltis Investment Advisors's portfolio in Q2 2026, its #534 holding.
  • Soltis Investment Advisors first reported a position in Williams Companies in Q1 2026 and has held it in 2 quarters since.
  • 1,822 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.