Wealth Enhancement Advisory Services
WMB icon

Wealth Enhancement Advisory Services’s Williams Companies WMB Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		$16.3M Buy
225,822
+2,747
+1% +$200K 0.02% 545
2026
Q2 		$16.7M Buy
223,075
+2,181
+1% +$161K 0.03% 497
2026
Q1 		$15.9M Sell
220,894
-196,017
-47% -$13.6M 0.03% 457
2025
Q4 		$24.8M Sell
416,911
-23,337
-5% -$1.41M 0.03% 420
2025
Q3 		$28.2M Sell
440,248
-567
-0.1% -$33.3K 0.04% 359
2025
Q2 		$25.8M Buy
440,815
+37,848
+9% +$2.23M 0.04% 358
2025
Q1 		$24.1M Buy
402,967
+87,031
+28% +$4.98M 0.05% 346
2024
Q4 		$17.1M Buy
315,936
+95,835
+44% +$5.16M 0.03% 407
2024
Q3 		$10M Buy
220,101
+22,160
+11% +$974K 0.02% 513
2024
Q2 		$8.41M Buy
197,941
+4,203
+2% +$169K 0.02% 532
2024
Q1 		$7.55M Sell
193,738
-1,808
-0.9% -$64.2K 0.02% 550
2023
Q4 		$6.81M Buy
195,546
+4,708
+2% +$165K 0.02% 520
2023
Q3 		$6.43M Buy
+190,838
New +$6.51M 0.02% 514
2022
Q4 		– Sell
-46,077
Closed -$1.37M – 375
2022
Q3 		$1.37M Buy
+46,077
New +$1.5M 0.02% 205

Other funds holding WMB

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Wealth Enhancement Advisory Services's WMB Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Williams Companies (WMB) stake by 1.2% in Q3 2026, buying an estimated $200K and bringing the position to 225,822 shares worth $16.3M. The position accounts for 0.02% of the portfolio, ranked #545.

Wealth Enhancement Advisory Services first reported a position in WMB in Q3 2022 and has held it in 14 quarters since. The position peaked at $28.2M in Q3 2025. 1,520 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

  • Wealth Enhancement Advisory Services held 225,822 shares of Williams Companies worth $16.3M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 2,747 Williams Companies shares in Q3 2026, an estimated $200K.
  • Williams Companies made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #545 holding.
  • Wealth Enhancement Advisory Services first reported a position in Williams Companies in Q3 2022 and has held it in 14 quarters since.
  • Wealth Enhancement Advisory Services's Williams Companies position peaked at $28.2M in Q3 2025.
  • 1,520 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.