World Investment Advisors’s Williams Companies WMB Stock Holding History

World Investment 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	$3.85M	Sell	52,839 -1,586	-3%	-$117K	0.06%	313
2026 Q1	$3.96M	Sell	54,425 -1,152	-2%	-$79.8K	0.06%	310
2025 Q4	$3.34M	Buy	55,577 +12,508	+29%	+$756K	0.05%	345
2025 Q3	$2.73M	Buy	43,069 +27,987	+186%	+$1.64M	0.06%	343
2025 Q2	$947K	Sell	15,082 -4,955	-25%	-$293K	0.02%	535
2025 Q1	$1.2M	Sell	20,037 -2,563	-11%	-$147K	0.03%	453
2024 Q4	$1.22M	Buy	22,600 +10,671	+89%	+$575K	0.03%	423
2024 Q3	$545K	Buy	+11,929	New	+$524K	0.02%	579

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 $3.38T AUM 44.17% 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

World Investment Advisors's WMB Position: Q2 2026 in Review

World Investment Advisors reduced its Williams Companies (WMB) stake by 2.9% in Q2 2026, selling an estimated $117K and leaving 52,839 shares worth $3.85M. The position accounts for 0.06% of the portfolio, ranked #313.

World Investment Advisors first reported a position in WMB in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.96M in Q1 2026. 1,835 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

World Investment Advisors held 52,839 shares of Williams Companies worth $3.85M as of Q2 2026.
World Investment Advisors sold 1,586 Williams Companies shares in Q2 2026, an estimated $117K.
Williams Companies made up 0.06% of World Investment Advisors's portfolio in Q2 2026, its #313 holding.
World Investment Advisors first reported a position in Williams Companies in Q3 2024 and has held it in 8 quarters since.
World Investment Advisors's Williams Companies position peaked at $3.96M in Q1 2026.
1,835 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.