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Strategic Investment Advisors’s Williams Companies WMB Stock Holding History

Strategic 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 		$362K Buy
4,863
+177
+4% +$13K 0.02% 253
2026
Q1 		$341K Buy
4,686
+1,027
+28% +$71.1K 0.02% 255
2025
Q4 		$220K Sell
3,659
-997
-21% -$60.3K 0.02% 229
2025
Q3 		$295K Buy
+4,656
New +$273K 0.03% 213
2023
Q4 		– Sell
-35,460
Closed -$1.19M – 255
2023
Q3 		$1.19M Sell
35,460
-31,160
-47% -$1.06M 0.2% 77
2023
Q2 		$2.17M Buy
66,620
+56,342
+548% +$1.69M 0.3% 39
2023
Q1 		$307K Buy
10,278
+570
+6% +$17.6K 0.06% 195
2022
Q4 		$319K Buy
+9,708
New +$316K 0.07% 183
2022
Q3 		– Sell
-56,473
Closed -$1.76M – 216
2022
Q2 		$1.76M Sell
56,473
-2,122
-4% -$73.3K 0.35% 47
2022
Q1 		$1.96M Sell
58,595
-1,837
-3% -$56.1K 0.37% 46
2021
Q4 		$1.57M Buy
60,432
+1,975
+3% +$54.6K 0.3% 61
2021
Q3 		$1.52M Buy
58,457
+6,099
+12% +$154K 0.33% 59
2021
Q2 		$1.39M Buy
52,358
+23,121
+79% +$592K 0.32% 67
2021
Q1 		$693K Buy
+29,237
New +$664K 0.18% 102

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 $3.38T AUM 44.17% 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 Investment Advisors's WMB Position: Q2 2026 in Review

Strategic Investment Advisors increased its Williams Companies (WMB) stake by 3.8% in Q2 2026, buying an estimated $13K and bringing the position to 4,863 shares worth $362K. The position accounts for 0.02% of the portfolio, ranked #253.

Strategic Investment Advisors first reported a position in WMB in Q1 2021 and has held it in 14 quarters since. The position peaked at $2.17M in Q2 2023. 1,836 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Strategic Investment Advisors held 4,863 shares of Williams Companies worth $362K as of Q2 2026.
  • Strategic Investment Advisors bought 177 Williams Companies shares in Q2 2026, an estimated $13K.
  • Williams Companies made up 0.02% of Strategic Investment Advisors's portfolio in Q2 2026, its #253 holding.
  • Strategic Investment Advisors first reported a position in Williams Companies in Q1 2021 and has held it in 14 quarters since.
  • Strategic Investment Advisors's Williams Companies position peaked at $2.17M in Q2 2023.
  • 1,836 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.