TFA
WMB icon

Transamerica Financial Advisors’s Williams Companies WMB Stock Holding History

Transamerica Financial 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 		$5.24M Buy
70,503
+4,430
+7% +$326K 0.44% 56
2026
Q1 		$4.81M Sell
66,073
-4,604
-7% -$319K 0.41% 61
2025
Q4 		$4.25M Sell
70,677
-2,096
-3% -$127K 0.35% 80
2025
Q3 		$4.61M Buy
72,773
+974
+1% +$57.2K 0.38% 60
2025
Q2 		$4.51M Sell
71,799
-3,714
-5% -$219K 0.42% 59
2025
Q1 		$4.51M Buy
+75,513
New +$4.32M 0.46% 55
2023
Q4 		– Sell
-1
Closed -$1K – 661
2023
Q3 		$1K Hold
1
– – ﹤0.01% 632
2023
Q2 		$1K Hold
1
– – ﹤0.01% 604
2023
Q1 		$1K Hold
1
– – ﹤0.01% 591
2022
Q4 		$1K Hold
1
– – ﹤0.01% 677
2022
Q3 		$1K Hold
1
– – ﹤0.01% 634
2022
Q2 		$1K Buy
+1
New +$35 ﹤0.01% 644
2020
Q3 		– Sell
-1
Closed -$1K – 495
2020
Q2 		$1K Buy
+1
New +$19 ﹤0.01% 495
2016
Q1 		– Sell
-1
Closed -$1K – 858
2015
Q4 		$1K Hold
1
– – ﹤0.01% 794
2015
Q3 		$1K Sell
1
-7
-88% -$349 ﹤0.01% 801
2015
Q2 		$1K Sell
8
-34
-81% -$1.75K ﹤0.01% 865
2015
Q1 		$3K Sell
42
-2,543
-98% -$118K ﹤0.01% 745
2014
Q4 		$117K Buy
2,585
+267
+12% +$13.7K 0.01% 313
2014
Q3 		$129K Buy
2,318
+7
+0.3% +$402 0.01% 282
2014
Q2 		$135K Buy
2,311
+182
+9% +$8.44K 0.01% 297
2014
Q1 		$87K Buy
2,129
+115
+6% +$4.66K 0.01% 313
2013
Q4 		$78K Buy
2,014
+308
+18% +$11.1K 0.01% 296
2013
Q3 		$63K Buy
+1,706
New +$59.8K 0.01% 299

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

Transamerica Financial Advisors's WMB Position: Q2 2026 in Review

Transamerica Financial Advisors increased its Williams Companies (WMB) stake by 6.7% in Q2 2026, buying an estimated $326K and bringing the position to 70,503 shares worth $5.24M. The position accounts for 0.44% of the portfolio, ranked #56.

Transamerica Financial Advisors first reported a position in WMB in Q3 2013 and has held it in 23 quarters since. 1,826 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Transamerica Financial Advisors held 70,503 shares of Williams Companies worth $5.24M as of Q2 2026.
  • Transamerica Financial Advisors bought 4,430 Williams Companies shares in Q2 2026, an estimated $326K.
  • Williams Companies made up 0.44% of Transamerica Financial Advisors's portfolio in Q2 2026, its #56 holding.
  • Transamerica Financial Advisors first reported a position in Williams Companies in Q3 2013 and has held it in 23 quarters since.
  • 1,826 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.