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Strategic Investment Solutions’s Williams Companies WMB Stock Holding History

Strategic Investment Solutions’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 		$6.47K Buy
87
+68
+358% +$5K ﹤0.01% 483
2026
Q1 		$1.38K Buy
+19
New +$1.31K ﹤0.01% 574
2023
Q2 		– Sell
-684
Closed -$20.4K – 983
2023
Q1 		$20.4K Buy
+684
New +$21.1K ﹤0.01% 534

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 Investment Solutions's WMB Position: Q2 2026 in Review

Strategic Investment Solutions increased its Williams Companies (WMB) stake by 358% in Q2 2026, buying an estimated $5K and bringing the position to 87 shares worth $6.47K. The position accounts for ﹤0.01% of the portfolio, ranked #483.

Strategic Investment Solutions first reported a position in WMB in Q1 2023 and has held it in 3 quarters since. The position peaked at $20.4K in Q1 2023. 1,820 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Strategic Investment Solutions held 87 shares of Williams Companies worth $6.47K as of Q2 2026.
  • Strategic Investment Solutions bought 68 Williams Companies shares in Q2 2026, an estimated $5K.
  • Williams Companies made up ﹤0.01% of Strategic Investment Solutions's portfolio in Q2 2026, its #483 holding.
  • Strategic Investment Solutions first reported a position in Williams Companies in Q1 2023 and has held it in 3 quarters since.
  • Strategic Investment Solutions's Williams Companies position peaked at $20.4K in Q1 2023.
  • 1,820 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.