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Synergy Investment Management’s Williams Companies WMB Stock Holding History

Synergy Investment Management’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 		$153K Buy
2,124
+1,174
+124% +$86.4K 0.04% 202
2026
Q1 		$69.1K Buy
+950
New +$65.8K 0.02% 244
2025
Q2 		– Sell
-808
Closed -$48.3K – 572
2025
Q1 		$48.3K Hold
808
– – 0.02% 239
2024
Q4 		$43.7K Buy
+808
New +$43.5K 0.02% 254

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

Synergy Investment Management's WMB Position: Q2 2026 in Review

Synergy Investment Management increased its Williams Companies (WMB) stake by 124% in Q2 2026, buying an estimated $86.4K and bringing the position to 2,124 shares worth $153K. The position accounts for 0.04% of the portfolio, ranked #202.

Synergy Investment Management first reported a position in WMB in Q4 2024 and has held it in 4 quarters since. 1,820 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Synergy Investment Management held 2,124 shares of Williams Companies worth $153K as of Q2 2026.
  • Synergy Investment Management bought 1,174 Williams Companies shares in Q2 2026, an estimated $86.4K.
  • Williams Companies made up 0.04% of Synergy Investment Management's portfolio in Q2 2026, its #202 holding.
  • Synergy Investment Management first reported a position in Williams Companies in Q4 2024 and has held it in 4 quarters since.
  • 1,820 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

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