WWA
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WCG Wealth Advisors’s Williams Companies WMB Stock Holding History

WCG Wealth 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 		$3.53M Buy
47,494
+5,723
+14% +$421K 0.08% 219
2026
Q1 		$3.04M Sell
41,771
-12,198
-23% -$845K 0.09% 218
2025
Q4 		$3.24M Buy
53,969
+27,020
+100% +$1.63M 0.09% 205
2025
Q3 		$1.71M Buy
26,949
+3,678
+16% +$216K 0.11% 166
2025
Q2 		$1.46M Buy
23,271
+783
+3% +$46.2K 0.09% 186
2025
Q1 		$1.34M Buy
22,488
+245
+1% +$14K 0.1% 173
2024
Q4 		$1.2M Buy
22,243
+820
+4% +$44.2K 0.08% 192
2024
Q3 		$978K Buy
21,423
+2,167
+11% +$95.3K 0.07% 223
2024
Q2 		$818K Buy
19,256
+7,917
+70% +$318K 0.06% 212
2024
Q1 		$442K Buy
11,339
+966
+9% +$34.3K 0.04% 228
2023
Q4 		$361K Buy
+10,373
New +$364K 0.03% 274

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

WCG Wealth Advisors's WMB Position: Q2 2026 in Review

WCG Wealth Advisors increased its Williams Companies (WMB) stake by 14% in Q2 2026, buying an estimated $421K and bringing the position to 47,494 shares worth $3.53M. The position accounts for 0.08% of the portfolio, ranked #219.

WCG Wealth Advisors first reported a position in WMB in Q4 2023 and has held it in 11 quarters since. 1,835 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • WCG Wealth Advisors held 47,494 shares of Williams Companies worth $3.53M as of Q2 2026.
  • WCG Wealth Advisors bought 5,723 Williams Companies shares in Q2 2026, an estimated $421K.
  • Williams Companies made up 0.08% of WCG Wealth Advisors's portfolio in Q2 2026, its #219 holding.
  • WCG Wealth Advisors first reported a position in Williams Companies in Q4 2023 and has held it in 11 quarters since.
  • 1,835 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.