Wealthspire Advisors (New York)’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.58M | Buy |
75,033
+53,551
| +249% | +$3.94M | 0.03% | 245 |
|
|
2026
Q1 | $1.56M | Sell |
21,482
-5,315
| -20% | -$368K | 0.01% | 321 |
|
|
2025
Q4 | $1.61M | Buy |
26,797
+4,838
| +22% | +$293K | 0.01% | 333 |
|
|
2025
Q3 | $1.39M | Sell |
21,959
-3,404
| -13% | -$200K | 0.01% | 330 |
|
|
2025
Q2 | $1.59M | Sell |
25,363
-4,931
| -16% | -$291K | 0.01% | 313 |
|
|
2025
Q1 | $1.81M | Sell |
30,294
-2,649
| -8% | -$152K | 0.01% | 288 |
|
|
2024
Q4 | $1.78M | Sell |
32,943
-2,783
| -8% | -$150K | 0.02% | 263 |
|
|
2024
Q3 | $1.63M | Buy |
35,726
+234
| +0.7% | +$10.3K | 0.02% | 283 |
|
|
2024
Q2 | $1.51M | Sell |
35,492
-2,975
| -8% | -$119K | 0.02% | 247 |
|
|
2024
Q1 | $1.5M | Sell |
38,467
-2,349
| -6% | -$83.5K | 0.02% | 243 |
|
|
2023
Q4 | $1.42M | Sell |
40,816
-1,982
| -5% | -$69.6K | 0.02% | 250 |
|
|
2023
Q3 | $1.44M | Buy |
42,798
+25,834
| +152% | +$882K | 0.02% | 213 |
|
|
2023
Q2 | $554K | Sell |
16,964
-65
| -0.4% | -$1.95K | 0.01% | 342 |
|
|
2023
Q1 | $508K | Sell |
17,029
-3,000
| -15% | -$92.7K | 0.01% | 355 |
|
|
2022
Q4 | $659K | Buy |
20,029
+3,279
| +20% | +$107K | 0.01% | 336 |
|
|
2022
Q3 | $480K | Sell |
16,750
-454
| -3% | -$14.8K | 0.01% | 340 |
|
|
2022
Q2 | $537K | Buy |
+17,204
| New | +$594K | 0.01% | 304 |
|
|
2022
Q1 | – | Sell |
-10,319
| Closed | -$269K | – | 553 |
|
|
2021
Q4 | $269K | Buy |
10,319
+1,532
| +17% | +$42.3K | 0.01% | 442 |
|
|
2021
Q3 | $228K | Buy |
+8,787
| New | +$221K | ﹤0.01% | 521 |
|
|
2021
Q2 | – | Sell |
-25,808
| Closed | -$611K | – | 672 |
|
|
2021
Q1 | $611K | Buy |
25,808
+5,432
| +27% | +$123K | 0.01% | 347 |
|
|
2020
Q4 | $409K | Buy |
20,376
+8,171
| +67% | +$166K | 0.01% | 345 |
|
|
2020
Q3 | $240K | Buy |
+12,205
| New | +$248K | 0.01% | 267 |
|
|
2020
Q2 | – | Sell |
-21,404
| Closed | -$303K | – | 536 |
|
|
2020
Q1 | $303K | Buy |
21,404
+7,242
| +51% | +$140K | 0.01% | 380 |
|
|
2019
Q4 | $336K | Buy |
14,162
+1,751
| +14% | +$40.1K | 0.02% | 138 |
|
|
2019
Q3 | $299K | Buy |
12,411
+3,674
| +42% | +$92.6K | 0.02% | 119 |
|
|
2019
Q2 | $245K | Buy |
+8,737
| New | +$243K | 0.02% | 85 |
|
|
2019
Q1 | – | Sell |
-1,378
| Closed | -$30K | – | 800 |
|
|
2018
Q4 | $30K | Buy |
+1,378
| New | +$34.5K | ﹤0.01% | 262 |
|
Other funds holding WMB
Wealthspire Advisors (New York)'s WMB Position: Q2 2026 in Review
Wealthspire Advisors (New York) increased its Williams Companies (WMB) stake by 249% in Q2 2026, buying an estimated $3.94M and bringing the position to 75,033 shares worth $5.58M. The position accounts for 0.03% of the portfolio, ranked #245.
Wealthspire Advisors (New York) first reported a position in WMB in Q4 2018 and has held it in 27 quarters since. 1,835 funds tracked by Wall St. Rank hold WMB as of Q2 2026.
- Wealthspire Advisors (New York) held 75,033 shares of Williams Companies worth $5.58M as of Q2 2026.
- Wealthspire Advisors (New York) bought 53,551 Williams Companies shares in Q2 2026, an estimated $3.94M.
- Williams Companies made up 0.03% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #245 holding.
- Wealthspire Advisors (New York) first reported a position in Williams Companies in Q4 2018 and has held it in 27 quarters since.
- 1,835 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.
Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.