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Strategic Advisors’s Williams Companies WMB Stock Holding History

Strategic 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 		$230K Buy
3,089
+5
+0.2% +$368 0.05% 157
2026
Q1 		$224K Buy
+3,084
New +$214K 0.04% 174
2025
Q4 		– Sell
-3,286
Closed -$208K – 188
2025
Q3 		$208K Sell
3,286
-1
-0% -$59 0.03% 179
2025
Q2 		$206K Buy
+3,287
New +$194K 0.04% 170

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

Strategic Advisors's WMB Position: Q2 2026 in Review

Strategic Advisors increased its Williams Companies (WMB) stake by 0.16% in Q2 2026, buying an estimated $368 and bringing the position to 3,089 shares worth $230K. The position accounts for 0.05% of the portfolio, ranked #157.

Strategic Advisors first reported a position in WMB in Q2 2025 and has held it in 4 quarters since. 1,824 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Strategic Advisors held 3,089 shares of Williams Companies worth $230K as of Q2 2026.
  • Strategic Advisors bought 5 Williams Companies shares in Q2 2026, an estimated $368.
  • Williams Companies made up 0.05% of Strategic Advisors's portfolio in Q2 2026, its #157 holding.
  • Strategic Advisors first reported a position in Williams Companies in Q2 2025 and has held it in 4 quarters since.
  • 1,824 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

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