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Valeo Financial Advisors’s Williams Companies WMB Stock Holding History

Valeo 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 		$407K Buy
5,477
+690
+14% +$50.8K 0.01% 517
2026
Q1 		$348K Sell
4,787
-1,101
-19% -$76.2K 0.01% 496
2025
Q4 		$354K Buy
5,888
+381
+7% +$23K 0.01% 565
2025
Q3 		$349K Sell
5,507
-1,041
-16% -$61.1K 0.01% 561
2025
Q2 		$411K Sell
6,548
-303
-4% -$17.9K 0.01% 499
2025
Q1 		$409K Buy
6,851
+432
+7% +$24.7K 0.01% 459
2024
Q4 		$347K Sell
6,419
-40
-0.6% -$2.16K 0.01% 496
2024
Q3 		$295K Buy
6,459
+337
+6% +$14.8K 0.01% 533
2024
Q2 		$260K Sell
6,122
-1,878
-23% -$75.3K 0.01% 543
2024
Q1 		$314K Buy
8,000
+140
+2% +$4.97K 0.01% 490
2023
Q4 		$274K Buy
7,860
+821
+12% +$28.8K 0.01% 513
2023
Q3 		$237K Sell
7,039
-276
-4% -$9.42K 0.01% 520
2023
Q2 		$239K Sell
7,315
-5,294
-42% -$159K 0.01% 493
2023
Q1 		$377K Buy
+12,609
New +$390K 0.02% 384
2021
Q2 		– Sell
-1,047
Closed -$25K – 1835
2021
Q1 		$25K Buy
1,047
+252
+32% +$5.72K ﹤0.01% 1107
2020
Q4 		$16K Sell
795
-201
-20% -$4.08K ﹤0.01% 1095
2020
Q3 		$20K Sell
996
-634
-39% -$12.9K ﹤0.01% 920
2020
Q2 		$31K Buy
1,630
+220
+16% +$4.09K ﹤0.01% 910
2020
Q1 		$23K Buy
1,410
+957
+211% +$18.5K ﹤0.01% 863
2019
Q4 		$11K Buy
453
+344
+316% +$7.88K ﹤0.01% 1096
2019
Q3 		$3K Hold
109
– – ﹤0.01% 1339
2019
Q2 		$3K Sell
109
-95
-47% -$2.64K ﹤0.01% 1356
2019
Q1 		$6K Hold
204
– – ﹤0.01% 1121
2018
Q4 		$4K Hold
204
– – ﹤0.01% 1172
2018
Q3 		$5K Buy
204
+72
+55% +$2.09K ﹤0.01% 1234
2018
Q2 		$4K Sell
132
-11
-8% -$290 ﹤0.01% 1215
2018
Q1 		$4K Sell
143
-743
-84% -$21.9K ﹤0.01% 1218
2017
Q4 		$27K Buy
886
+800
+930% +$23.3K ﹤0.01% 605
2017
Q3 		$3K Buy
+86
New +$2.62K ﹤0.01% 977

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

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

Valeo Financial Advisors increased its Williams Companies (WMB) stake by 14% in Q2 2026, buying an estimated $50.8K and bringing the position to 5,477 shares worth $407K. The position accounts for 0.01% of the portfolio, ranked #517.

Valeo Financial Advisors first reported a position in WMB in Q3 2017 and has held it in 29 quarters since. The position peaked at $411K in Q2 2025. 1,824 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Valeo Financial Advisors held 5,477 shares of Williams Companies worth $407K as of Q2 2026.
  • Valeo Financial Advisors bought 690 Williams Companies shares in Q2 2026, an estimated $50.8K.
  • Williams Companies made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #517 holding.
  • Valeo Financial Advisors first reported a position in Williams Companies in Q3 2017 and has held it in 29 quarters since.
  • Valeo Financial Advisors's Williams Companies position peaked at $411K in Q2 2025.
  • 1,824 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.