Westover Capital Advisors’s Williams Companies WMB Stock Holding History

Westover Capital Advisors’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	$984K	Hold	13,239	–	–	0.16%	99
2026 Q1	$964K	Buy	13,239 +3,000	+29%	+$208K	0.18%	98
2025 Q4	$615K	Hold	10,239	–	–	0.11%	129
2025 Q3	$649K	Hold	10,239	–	–	0.12%	124
2025 Q2	$643K	Buy	10,239 +39	+0.4%	+$2.3K	0.13%	128
2025 Q1	$610K	Hold	10,200	–	–	0.14%	126
2024 Q4	$552K	Hold	10,200	–	–	0.12%	137
2024 Q3	$466K	Hold	10,200	–	–	0.09%	157
2024 Q2	$434K	Hold	10,200	–	–	0.11%	145
2024 Q1	$397K	Hold	10,200	–	–	0.12%	129
2023 Q4	$355K	Hold	10,200	–	–	0.12%	124
2023 Q3	$344K	Hold	10,200	–	–	0.12%	127
2023 Q2	$333K	Hold	10,200	–	–	0.12%	132
2023 Q1	$305K	Hold	10,200	–	–	0.11%	133
2022 Q4	$336K	Hold	10,200	–	–	0.13%	110
2022 Q3	$292K	Hold	10,200	–	–	0.11%	122
2022 Q2	$318K	Hold	10,200	–	–	0.12%	123
2022 Q1	$341K	Hold	10,200	–	–	0.11%	131
2021 Q4	$266K	Hold	10,200	–	–	0.08%	155
2021 Q3	$265K	Hold	10,200	–	–	0.08%	150
2021 Q2	$271K	Hold	10,200	–	–	0.09%	154
2021 Q1	$242K	Hold	10,200	–	–	0.08%	153
2020 Q4	$205K	Buy	+10,200	New	+$207K	0.07%	148

Other funds holding WMB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Westover Capital Advisors's WMB Position: Q2 2026 in Review

Westover Capital Advisors held its Williams Companies (WMB) position steady in Q2 2026 at 13,239 shares worth $984K. The position accounts for 0.16% of the portfolio, ranked #99.

Westover Capital Advisors first reported a position in WMB in Q4 2020 and has held it in 23 quarters since. 1,832 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Westover Capital Advisors held 13,239 shares of Williams Companies worth $984K as of Q2 2026.
Westover Capital Advisors left its Williams Companies share count unchanged in Q2 2026.
Williams Companies made up 0.16% of Westover Capital Advisors's portfolio in Q2 2026, its #99 holding.
Westover Capital Advisors first reported a position in Williams Companies in Q4 2020 and has held it in 23 quarters since.
1,832 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Westover Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.