Washington Trust Advisors’s Williams Companies WMB Stock Holding History

Washington Trust 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	$167K	Sell	2,250 -612	-21%	-$45K	0.01%	245
2026 Q1	$208K	Buy	2,862 +91	+3%	+$6.3K	0.02%	218
2025 Q4	$167K	Sell	2,771 -174	-6%	-$10.5K	0.01%	238
2025 Q3	$187K	Buy	2,945 +471	+19%	+$27.6K	0.01%	225
2025 Q2	$155K	Sell	2,474 -41	-2%	-$2.42K	0.01%	218
2025 Q1	$150K	Buy	2,515 +1,595	+173%	+$91.3K	0.01%	215
2024 Q4	$49.8K	Sell	920 -97	-10%	-$5.23K	﹤0.01%	322
2024 Q3	$46.4K	Buy	1,017 +17	+2%	+$747	﹤0.01%	326
2024 Q2	$42.5K	Hold	1,000	–	–	﹤0.01%	332
2024 Q1	$39K	Hold	1,000	–	–	﹤0.01%	337
2023 Q4	$34.8K	Sell	1,000 -68	-6%	-$2.39K	﹤0.01%	347
2023 Q3	$36K	Hold	1,068	–	–	﹤0.01%	340
2023 Q2	$34.8K	Sell	1,068 -118	-10%	-$3.54K	﹤0.01%	330
2023 Q1	$35.4K	Buy	1,186 +26	+2%	+$803	﹤0.01%	348
2022 Q4	$38.2K	Sell	1,160 -3,144	-73%	-$102K	﹤0.01%	335
2022 Q3	$123K	Sell	4,304 -127	-3%	-$4.14K	0.01%	248
2022 Q2	$139K	Sell	4,431 -195	-4%	-$6.73K	0.01%	251
2022 Q1	$155K	Buy	4,626 +147	+3%	+$4.49K	0.01%	275
2021 Q4	$117K	Buy	+4,479	New	+$124K	0.01%	340

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

Washington Trust Advisors's WMB Position: Q2 2026 in Review

Washington Trust Advisors reduced its Williams Companies (WMB) stake by 21% in Q2 2026, selling an estimated $45K and leaving 2,250 shares worth $167K. The position accounts for 0.01% of the portfolio, ranked #245.

Washington Trust Advisors first reported a position in WMB in Q4 2021 and has held it in 19 quarters since. The position peaked at $208K in Q1 2026. 1,821 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Washington Trust Advisors held 2,250 shares of Williams Companies worth $167K as of Q2 2026.
Washington Trust Advisors sold 612 Williams Companies shares in Q2 2026, an estimated $45K.
Williams Companies made up 0.01% of Washington Trust Advisors's portfolio in Q2 2026, its #245 holding.
Washington Trust Advisors first reported a position in Williams Companies in Q4 2021 and has held it in 19 quarters since.
Washington Trust Advisors's Williams Companies position peaked at $208K in Q1 2026.
1,821 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Washington Trust Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.