Westco Advisory Services’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
$1.12M Sell
15,096
-288
-2% -$21.2K 0.68% 32
2026
Q1
$1.12M Sell
15,384
-407
-3% -$28.2K 0.72% 33
2025
Q4
$949K Buy
+15,791
New +$955K 0.58% 37

Other funds holding WMB

Westco Advisory Services's WMB Position: Q2 2026 in Review

Westco Advisory Services reduced its Williams Companies (WMB) stake by 1.9% in Q2 2026, selling an estimated $21.2K and leaving 15,096 shares worth $1.12M. The position accounts for 0.68% of the portfolio, ranked #32.

Westco Advisory Services first reported a position in WMB in Q4 2025 and has held it in 3 quarters since. 1,820 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Westco Advisory Services held 15,096 shares of Williams Companies worth $1.12M as of Q2 2026.
  • Westco Advisory Services sold 288 Williams Companies shares in Q2 2026, an estimated $21.2K.
  • Williams Companies made up 0.68% of Westco Advisory Services's portfolio in Q2 2026, its #32 holding.
  • Westco Advisory Services first reported a position in Williams Companies in Q4 2025 and has held it in 3 quarters since.
  • 1,820 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Westco Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.