USWG
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U.S. Wealth Group’s Williams Companies WMB Stock Holding History

U.S. Wealth Group’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 		$264K Buy
+3,547
New +$261K 0.16% 42

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

U.S. Wealth Group's WMB Position: Q2 2026 in Review

U.S. Wealth Group opened a new position in Williams Companies (WMB) in Q2 2026: 3,547 shares worth $264K. The stake represents 0.16% of the portfolio and ranks #42 among its holdings.

1,831 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • U.S. Wealth Group held 3,547 shares of Williams Companies worth $264K as of Q2 2026.
  • Williams Companies was a new U.S. Wealth Group position in Q2 2026.
  • Williams Companies made up 0.16% of U.S. Wealth Group's portfolio in Q2 2026, its #42 holding.
  • 1,831 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on U.S. Wealth Group's 13F filing for Q2 2026, filed 10 Sep 2026.