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Symphony Financial’s Williams Companies WMB Stock Holding History

Symphony Financial’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 		$519K Buy
6,953
+3,235
+87% +$238K 0.06% 194
2026
Q1 		$271K Buy
+3,718
New +$257K 0.04% 250
2025
Q4 		– Sell
-3,653
Closed -$231K – 319
2025
Q3 		$231K Buy
3,653
+660
+22% +$38.7K 0.03% 251
2025
Q2 		$235K Buy
+2,993
New +$177K 0.03% 230
2024
Q3 		– Sell
-13,768
Closed -$583K – 238
2024
Q2 		$583K Buy
13,768
+8,002
+139% +$321K 0.11% 127
2024
Q1 		$225K Sell
5,766
-5,797
-50% -$206K 0.05% 175
2023
Q4 		$404K Buy
+11,563
New +$406K 0.09% 140
2022
Q4 		– Sell
-18,580
Closed -$538K – 209
2022
Q3 		$538K Buy
+18,580
New +$605K 0.18% 125

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

Symphony Financial's WMB Position: Q2 2026 in Review

Symphony Financial increased its Williams Companies (WMB) stake by 87% in Q2 2026, buying an estimated $238K and bringing the position to 6,953 shares worth $519K. The position accounts for 0.06% of the portfolio, ranked #194.

Symphony Financial first reported a position in WMB in Q3 2022 and has held it in 8 quarters since. The position peaked at $583K in Q2 2024. 1,826 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Symphony Financial held 6,953 shares of Williams Companies worth $519K as of Q2 2026.
  • Symphony Financial bought 3,235 Williams Companies shares in Q2 2026, an estimated $238K.
  • Williams Companies made up 0.06% of Symphony Financial's portfolio in Q2 2026, its #194 holding.
  • Symphony Financial first reported a position in Williams Companies in Q3 2022 and has held it in 8 quarters since.
  • Symphony Financial's Williams Companies position peaked at $583K in Q2 2024.
  • 1,826 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.