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Wilkerson Advisory Group’s Williams Companies WMB Stock Holding History

Wilkerson Advisory Group’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 		$14.3K Buy
193
+44
+30% +$3.24K ﹤0.01% 370
2026
Q1 		$10.8K Buy
149
+48
+48% +$3.32K ﹤0.01% 392
2025
Q4 		$6.07K Buy
+101
New +$6.11K ﹤0.01% 412

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

Wilkerson Advisory Group's WMB Position: Q2 2026 in Review

Wilkerson Advisory Group increased its Williams Companies (WMB) stake by 30% in Q2 2026, buying an estimated $3.24K and bringing the position to 193 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #370.

Wilkerson Advisory Group first reported a position in WMB in Q4 2025 and has held it in 3 quarters since. 1,827 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Wilkerson Advisory Group held 193 shares of Williams Companies worth $14.3K as of Q2 2026.
  • Wilkerson Advisory Group bought 44 Williams Companies shares in Q2 2026, an estimated $3.24K.
  • Williams Companies made up ﹤0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #370 holding.
  • Wilkerson Advisory Group first reported a position in Williams Companies in Q4 2025 and has held it in 3 quarters since.
  • 1,827 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.