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TD Private Client Wealth’s Williams Companies WMB Stock Holding History

TD Private Client Wealth’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 		$2.02M Buy
27,231
+24,526
+907% +$1.8M 0.04% 264
2026
Q1 		$197K Buy
2,705
+452
+20% +$31.3K ﹤0.01% 650
2025
Q4 		$135K Sell
2,253
-22,045
-91% -$1.33M ﹤0.01% 724
2025
Q3 		$1.54M Sell
24,298
-2,204
-8% -$129K 0.03% 288
2025
Q2 		$1.66M Sell
26,502
-6,687
-20% -$395K 0.04% 271
2025
Q1 		$1.98M Sell
33,189
-11,741
-26% -$672K 0.05% 225
2024
Q4 		$2.43M Sell
44,930
-22,916
-34% -$1.23M 0.07% 202
2024
Q3 		$3.1M Sell
67,846
-34,950
-34% -$1.54M 0.09% 171
2024
Q2 		$4.37M Sell
102,796
-28,819
-22% -$1.16M 0.14% 115
2024
Q1 		$5.13M Sell
131,615
-30,989
-19% -$1.1M 0.17% 97
2023
Q4 		$5.66M Sell
162,604
-19,919
-11% -$699K 0.2% 82
2023
Q3 		$6.15M Sell
182,523
-12,355
-6% -$422K 0.27% 71
2023
Q2 		$6.36M Sell
194,878
-3,166
-2% -$95K 0.27% 72
2023
Q1 		$5.91M Buy
198,044
+3,659
+2% +$113K 0.27% 85
2022
Q4 		$6.4M Buy
194,385
+5,642
+3% +$184K 0.3% 69
2022
Q3 		$5.4M Buy
188,743
+12,531
+7% +$408K 0.28% 78
2022
Q2 		$5.5M Sell
176,212
-3,400
-2% -$117K 0.27% 80
2022
Q1 		$6M Buy
179,612
+55,749
+45% +$1.7M 0.26% 88
2021
Q4 		$3.23M Buy
123,863
+2,892
+2% +$79.9K 0.13% 166
2021
Q3 		$3.14M Sell
120,971
-700
-0.6% -$17.6K 0.13% 166
2021
Q2 		$3.23M Buy
121,671
+91,317
+301% +$2.34M 0.14% 167
2021
Q1 		$719K Sell
30,354
-3,623
-11% -$82.3K 0.03% 351
2020
Q4 		$681K Sell
33,977
-4,506
-12% -$91.3K 0.03% 341
2020
Q3 		$756K Sell
38,483
-11,711
-23% -$238K 0.04% 316
2020
Q2 		$955K Sell
50,194
-630
-1% -$11.7K 0.06% 290
2020
Q1 		$719K Buy
50,824
+20,207
+66% +$391K 0.05% 274
2019
Q4 		$726K Buy
+30,617
New +$701K 0.04% 304

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

TD Private Client Wealth's WMB Position: Q2 2026 in Review

TD Private Client Wealth increased its Williams Companies (WMB) stake by 907% in Q2 2026, buying an estimated $1.8M and bringing the position to 27,231 shares worth $2.02M. The position accounts for 0.04% of the portfolio, ranked #264.

TD Private Client Wealth first reported a position in WMB in Q4 2019 and has held it in 27 quarters since. The position peaked at $6.4M in Q4 2022. 1,820 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • TD Private Client Wealth held 27,231 shares of Williams Companies worth $2.02M as of Q2 2026.
  • TD Private Client Wealth bought 24,526 Williams Companies shares in Q2 2026, an estimated $1.8M.
  • Williams Companies made up 0.04% of TD Private Client Wealth's portfolio in Q2 2026, its #264 holding.
  • TD Private Client Wealth first reported a position in Williams Companies in Q4 2019 and has held it in 27 quarters since.
  • TD Private Client Wealth's Williams Companies position peaked at $6.4M in Q4 2022.
  • 1,820 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.