Whipplewood Advisors’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
Other funds holding WMB
Whipplewood Advisors's WMB Position: Q2 2026 in Review
Whipplewood Advisors reduced its Williams Companies (WMB) stake by 29% in Q2 2026, selling an estimated $29.7K and leaving 999 shares worth $74.3K. The position accounts for 0.05% of the portfolio, ranked #124.
Whipplewood Advisors first reported a position in WMB in Q4 2024 and has held it in 7 quarters since. The position peaked at $188K in Q1 2025. 1,835 funds tracked by Wall St. Rank hold WMB as of Q2 2026.
- Whipplewood Advisors held 999 shares of Williams Companies worth $74.3K as of Q2 2026.
- Whipplewood Advisors sold 403 Williams Companies shares in Q2 2026, an estimated $29.7K.
- Williams Companies made up 0.05% of Whipplewood Advisors's portfolio in Q2 2026, its #124 holding.
- Whipplewood Advisors first reported a position in Williams Companies in Q4 2024 and has held it in 7 quarters since.
- Whipplewood Advisors's Williams Companies position peaked at $188K in Q1 2025.
- 1,835 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.
Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.