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VestGen Advisors’s Williams Companies WMB Stock Holding History

VestGen 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 		$1.06M Buy
14,273
+1,802
+14% +$133K 0.03% 446
2026
Q1 		$932K Buy
12,471
+4,198
+51% +$291K 0.02% 478
2025
Q4 		$497K Buy
8,273
+1,561
+23% +$94.4K 0.02% 487
2025
Q3 		$425K Buy
6,712
+3,256
+94% +$191K 0.01% 511
2025
Q2 		$217K Buy
+3,456
New +$204K 0.01% 556

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

VestGen Advisors's WMB Position: Q2 2026 in Review

VestGen Advisors increased its Williams Companies (WMB) stake by 14% in Q2 2026, buying an estimated $133K and bringing the position to 14,273 shares worth $1.06M. The position accounts for 0.03% of the portfolio, ranked #446.

VestGen Advisors first reported a position in WMB in Q2 2025 and has held it in 5 quarters since. 1,833 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • VestGen Advisors held 14,273 shares of Williams Companies worth $1.06M as of Q2 2026.
  • VestGen Advisors bought 1,802 Williams Companies shares in Q2 2026, an estimated $133K.
  • Williams Companies made up 0.03% of VestGen Advisors's portfolio in Q2 2026, its #446 holding.
  • VestGen Advisors first reported a position in Williams Companies in Q2 2025 and has held it in 5 quarters since.
  • 1,833 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.