ViaWealth’s Williams Companies WMB Stock Holding History

ViaWealth’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	$1.01M	Sell	13,547 -78	-0.6%	-$5.74K	0.51%	56
2026 Q1	$992K	Sell	13,625 -4	-0%	-$277	0.55%	54
2025 Q4	$819K	Sell	13,629 -818	-6%	-$49.5K	0.46%	60
2025 Q3	$915K	Sell	14,447 -1,727	-11%	-$101K	0.5%	53
2025 Q2	$1.02M	Sell	16,174 -422	-3%	-$24.9K	0.6%	50
2025 Q1	$992K	Sell	16,596 -924	-5%	-$52.9K	0.61%	47
2024 Q4	$948K	Sell	17,520 -6,493	-27%	-$350K	0.57%	50
2024 Q3	$1.1M	Hold	24,013	–	–	0.64%	44
2024 Q2	$1.02M	Sell	24,013 -1,773	-7%	-$71.1K	0.63%	45
2024 Q1	$1M	Hold	25,786	–	–	0.63%	45
2023 Q4	$898K	Hold	25,786	–	–	0.62%	45
2023 Q3	$869K	Sell	25,786 -133	-0.5%	-$4.54K	0.64%	46
2023 Q2	$846K	Sell	25,919 -200	-0.8%	-$6K	0.63%	45
2023 Q1	$780K	Hold	26,119	–	–	0.62%	52
2022 Q4	$852K	Buy	+26,119	New	+$850K	0.7%	40

Other funds holding WMB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ViaWealth's WMB Position: Q2 2026 in Review

ViaWealth reduced its Williams Companies (WMB) stake by 0.57% in Q2 2026, selling an estimated $5.74K and leaving 13,547 shares worth $1.01M. The position accounts for 0.51% of the portfolio, ranked #56.

ViaWealth first reported a position in WMB in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.1M in Q3 2024. 1,833 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

ViaWealth held 13,547 shares of Williams Companies worth $1.01M as of Q2 2026.
ViaWealth sold 78 Williams Companies shares in Q2 2026, an estimated $5.74K.
Williams Companies made up 0.51% of ViaWealth's portfolio in Q2 2026, its #56 holding.
ViaWealth first reported a position in Williams Companies in Q4 2022 and has held it in 15 quarters since.
ViaWealth's Williams Companies position peaked at $1.1M in Q3 2024.
1,833 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

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