VA
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Valmark Advisers’s Williams Companies WMB Stock Holding History

Valmark Advisers’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 		$734K Buy
9,871
+1,166
+13% +$85.8K 0.01% 417
2026
Q1 		$634K Buy
8,705
+1,689
+24% +$117K 0.01% 424
2025
Q4 		$422K Buy
7,016
+453
+7% +$27.4K 0.01% 476
2025
Q3 		$416K Buy
6,563
+128
+2% +$7.51K 0.01% 473
2025
Q2 		$404K Buy
6,435
+238
+4% +$14.1K 0.01% 481
2025
Q1 		$370K Sell
6,197
-31
-0.5% -$1.77K 0.01% 478
2024
Q4 		$337K Sell
6,228
-83
-1% -$4.47K 0.01% 487
2024
Q3 		$288K Buy
6,311
+140
+2% +$6.15K ﹤0.01% 508
2024
Q2 		$262K Buy
6,171
+171
+3% +$6.86K ﹤0.01% 498
2024
Q1 		$234K Buy
+6,000
New +$213K ﹤0.01% 494

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 $3.38T AUM 44.17% 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

Valmark Advisers's WMB Position: Q2 2026 in Review

Valmark Advisers increased its Williams Companies (WMB) stake by 13% in Q2 2026, buying an estimated $85.8K and bringing the position to 9,871 shares worth $734K. The position accounts for 0.01% of the portfolio, ranked #417.

Valmark Advisers first reported a position in WMB in Q1 2024 and has held it in 10 quarters since. 1,835 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Valmark Advisers held 9,871 shares of Williams Companies worth $734K as of Q2 2026.
  • Valmark Advisers bought 1,166 Williams Companies shares in Q2 2026, an estimated $85.8K.
  • Williams Companies made up 0.01% of Valmark Advisers's portfolio in Q2 2026, its #417 holding.
  • Valmark Advisers first reported a position in Williams Companies in Q1 2024 and has held it in 10 quarters since.
  • 1,835 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.