WMA
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Wealth Management Associates’s Williams Companies WMB Stock Holding History

Wealth Management Associates’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 		$639K Buy
8,591
+300
+4% +$22.1K 0.18% 105
2026
Q1 		$603K Sell
8,291
-47
-0.6% -$3.25K 0.21% 97
2025
Q4 		$501K Hold
8,338
– – 0.17% 105
2025
Q3 		$528K Buy
8,338
+47
+0.6% +$2.76K 0.19% 97
2025
Q2 		$521K Sell
8,291
-330
-4% -$19.5K 0.2% 93
2025
Q1 		$515K Sell
8,621
-2,263
-21% -$130K 0.22% 86
2024
Q4 		$589K Hold
10,884
– – 0.25% 77
2024
Q3 		$497K Buy
10,884
+200
+2% +$8.79K 0.22% 90
2024
Q2 		$454K Hold
10,684
– – 0.21% 93
2024
Q1 		$454K Buy
10,684
+270
+3% +$9.59K 0.21% 93
2023
Q4 		$363K Buy
10,414
+54
+0.5% +$1.9K 0.19% 115
2023
Q3 		$349K Hold
10,360
– – 0.2% 108
2023
Q2 		$338K Buy
10,360
+780
+8% +$23.4K 0.19% 109
2023
Q1 		$286K Hold
9,580
– – 0.18% 135
2022
Q4 		$315K Sell
9,580
-5,416
-36% -$176K 0.21% 114
2022
Q3 		$429K Hold
14,996
– – 0.3% 91
2022
Q2 		$468K Buy
+14,996
New +$518K 0.32% 78

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

Wealth Management Associates's WMB Position: Q2 2026 in Review

Wealth Management Associates increased its Williams Companies (WMB) stake by 3.6% in Q2 2026, buying an estimated $22.1K and bringing the position to 8,591 shares worth $639K. The position accounts for 0.18% of the portfolio, ranked #105.

Wealth Management Associates first reported a position in WMB in Q2 2022 and has held it in 17 quarters since. 1,824 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Wealth Management Associates held 8,591 shares of Williams Companies worth $639K as of Q2 2026.
  • Wealth Management Associates bought 300 Williams Companies shares in Q2 2026, an estimated $22.1K.
  • Williams Companies made up 0.18% of Wealth Management Associates's portfolio in Q2 2026, its #105 holding.
  • Wealth Management Associates first reported a position in Williams Companies in Q2 2022 and has held it in 17 quarters since.
  • 1,824 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.