WF
WMB icon

Welch & Forbes’s Williams Companies WMB Stock Holding History

Welch & Forbes’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 		$348K Sell
4,687
-548
-10% -$40.3K ﹤0.01% 323
2026
Q1 		$381K Sell
5,235
-350
-6% -$24.2K ﹤0.01% 302
2025
Q4 		$336K Sell
5,585
-990
-15% -$59.9K ﹤0.01% 313
2025
Q3 		$417K Sell
6,575
-934
-12% -$54.8K 0.01% 294
2025
Q2 		$472K Buy
7,509
+300
+4% +$17.7K 0.01% 279
2025
Q1 		$431K Buy
+7,209
New +$413K 0.01% 283
2015
Q4 		– Sell
-6,603
Closed -$243K – 347
2015
Q3 		$243K Buy
6,603
+66
+1% +$3.29K 0.01% 306
2015
Q2 		$375K Sell
6,537
-200
-3% -$10.3K 0.01% 273
2015
Q1 		$341K Buy
6,737
+137
+2% +$6.35K 0.01% 282
2014
Q4 		$297K Sell
6,600
-134
-2% -$6.85K 0.01% 303
2014
Q3 		$373K Sell
6,734
-694
-9% -$39.9K 0.01% 279
2014
Q2 		$432K Buy
7,428
+268
+4% +$12.4K 0.01% 255
2014
Q1 		$291K Hold
7,160
– – 0.01% 288
2013
Q4 		$276K Hold
7,160
– – 0.01% 287
2013
Q3 		$260K Buy
7,160
+560
+8% +$19.6K 0.01% 302
2013
Q2 		$214K Buy
+6,600
New +$238K 0.01% 301

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

Welch & Forbes's WMB Position: Q2 2026 in Review

Welch & Forbes reduced its Williams Companies (WMB) stake by 10% in Q2 2026, selling an estimated $40.3K and leaving 4,687 shares worth $348K. The position accounts for ﹤0.01% of the portfolio, ranked #323.

Welch & Forbes first reported a position in WMB in Q2 2013 and has held it in 16 quarters since. The position peaked at $472K in Q2 2025. 1,827 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Welch & Forbes held 4,687 shares of Williams Companies worth $348K as of Q2 2026.
  • Welch & Forbes sold 548 Williams Companies shares in Q2 2026, an estimated $40.3K.
  • Williams Companies made up ﹤0.01% of Welch & Forbes's portfolio in Q2 2026, its #323 holding.
  • Welch & Forbes first reported a position in Williams Companies in Q2 2013 and has held it in 16 quarters since.
  • Welch & Forbes's Williams Companies position peaked at $472K in Q2 2025.
  • 1,827 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.