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SteelPeak Wealth’s Williams Companies WMB Stock Holding History

SteelPeak Wealth’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 		$268K Buy
3,609
+478
+15% +$35.2K 0.01% 556
2026
Q1 		$228K Buy
+3,131
New +$217K 0.01% 509
2024
Q4 		– Sell
-18,806
Closed -$858K – 640
2024
Q3 		$858K Sell
18,806
-294
-2% -$12.9K 0.04% 250
2024
Q2 		$812K Buy
+19,100
New +$766K 0.04% 252
2024
Q1 		– Sell
-12,489
Closed -$435K – 559
2023
Q4 		$435K Sell
12,489
-3,725
-23% -$131K 0.03% 296
2023
Q3 		$546K Buy
16,214
+5,493
+51% +$187K 0.03% 245
2023
Q2 		$350K Sell
10,721
-167
-2% -$5.01K 0.02% 305
2023
Q1 		$325K Buy
10,888
+2,184
+25% +$67.5K 0.02% 291
2022
Q4 		$286K Sell
8,704
-116
-1% -$3.78K 0.02% 312
2022
Q3 		$253K Sell
8,820
-597
-6% -$19.4K 0.02% 341
2022
Q2 		$294K Sell
9,417
-5,499
-37% -$190K 0.02% 320
2022
Q1 		$498K Buy
+14,916
New +$456K 0.03% 287
2021
Q2 		– Sell
-28,253
Closed -$669K – 471
2021
Q1 		$669K Buy
+28,253
New +$642K 0.05% 198
2020
Q4 		– Sell
-12,144
Closed -$239K – 367
2020
Q3 		$239K Buy
+12,144
New +$247K 0.03% 240
2020
Q2 		– Sell
-10,050
Closed -$142K – 322
2020
Q1 		$142K Buy
+10,050
New +$195K 0.02% 219

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

SteelPeak Wealth's WMB Position: Q2 2026 in Review

SteelPeak Wealth increased its Williams Companies (WMB) stake by 15% in Q2 2026, buying an estimated $35.2K and bringing the position to 3,609 shares worth $268K. The position accounts for 0.01% of the portfolio, ranked #556.

SteelPeak Wealth first reported a position in WMB in Q1 2020 and has held it in 15 quarters since. The position peaked at $858K in Q3 2024. 1,822 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • SteelPeak Wealth held 3,609 shares of Williams Companies worth $268K as of Q2 2026.
  • SteelPeak Wealth bought 478 Williams Companies shares in Q2 2026, an estimated $35.2K.
  • Williams Companies made up 0.01% of SteelPeak Wealth's portfolio in Q2 2026, its #556 holding.
  • SteelPeak Wealth first reported a position in Williams Companies in Q1 2020 and has held it in 15 quarters since.
  • SteelPeak Wealth's Williams Companies position peaked at $858K in Q3 2024.
  • 1,822 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.