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Torrey Growth & Income Advisors’s Williams Companies WMB Stock Holding History

Torrey Growth & Income 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 		$2.28M Sell
30,243
-2,100
-6% -$155K 0.78% 27
2026
Q1 		$2.35M Sell
32,343
-7,874
-20% -$545K 0.99% 20
2025
Q4 		$2.42M Sell
40,217
-7,228
-15% -$437K 0.84% 22
2025
Q3 		$3.01M Buy
+47,445
New +$2.78M 0.88% 24

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

Torrey Growth & Income Advisors's WMB Position: Q2 2026 in Review

Torrey Growth & Income Advisors reduced its Williams Companies (WMB) stake by 6.5% in Q2 2026, selling an estimated $155K and leaving 30,243 shares worth $2.28M. The position accounts for 0.78% of the portfolio, ranked #27.

Torrey Growth & Income Advisors first reported a position in WMB in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.01M in Q3 2025. 1,826 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Torrey Growth & Income Advisors held 30,243 shares of Williams Companies worth $2.28M as of Q2 2026.
  • Torrey Growth & Income Advisors sold 2,100 Williams Companies shares in Q2 2026, an estimated $155K.
  • Williams Companies made up 0.78% of Torrey Growth & Income Advisors's portfolio in Q2 2026, its #27 holding.
  • Torrey Growth & Income Advisors first reported a position in Williams Companies in Q3 2025 and has held it in 4 quarters since.
  • Torrey Growth & Income Advisors's Williams Companies position peaked at $3.01M in Q3 2025.
  • 1,826 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Torrey Growth & Income Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.