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Advus Financial Partners, LLC’s Williams Companies WMB Stock Holding History

Advus Financial Partners, LLC’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 		$581K Buy
7,814
+169
+2% +$12.4K 0.13% 113
2026
Q1 		$556K Hold
7,645
– – 0.14% 111
2025
Q4 		$460K Hold
7,645
– – 0.11% 129
2025
Q3 		$484K Sell
7,645
-92
-1% -$5.4K 0.12% 134
2025
Q2 		$486K Buy
7,737
+59
+0.8% +$3.48K 0.12% 120
2025
Q1 		$459K Buy
7,678
+262
+4% +$15K 0.13% 115
2024
Q4 		$401K Hold
7,416
– – 0.11% 123
2024
Q3 		$339K Hold
7,416
– – 0.1% 143
2024
Q2 		$315K Sell
7,416
-1,156
-13% -$46.4K 0.1% 135
2024
Q1 		$334K Sell
8,572
-279
-3% -$9.91K 0.1% 126
2023
Q4 		$308K Buy
8,851
+1,370
+18% +$48.1K 0.11% 129
2023
Q3 		$252K Sell
7,481
-411
-5% -$14K 0.1% 123
2023
Q2 		$258K Buy
7,892
+53
+0.7% +$1.59K 0.1% 123
2023
Q1 		$234K Buy
7,839
+348
+5% +$10.8K 0.1% 123
2022
Q4 		$246K Buy
+7,491
New +$244K 0.11% 128
2022
Q3 		– Sell
-6,845
Closed -$214K – 141
2022
Q2 		$214K Buy
6,845
+95
+1% +$3.28K 0.11% 119
2022
Q1 		$226K Buy
+6,750
New +$206K 0.12% 112

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

Advus Financial Partners, LLC's WMB Position: Q2 2026 in Review

Advus Financial Partners, LLC increased its Williams Companies (WMB) stake by 2.2% in Q2 2026, buying an estimated $12.4K and bringing the position to 7,814 shares worth $581K. The position accounts for 0.13% of the portfolio, ranked #113.

Advus Financial Partners, LLC first reported a position in WMB in Q1 2022 and has held it in 17 quarters since. 1,827 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Advus Financial Partners, LLC held 7,814 shares of Williams Companies worth $581K as of Q2 2026.
  • Advus Financial Partners, LLC bought 169 Williams Companies shares in Q2 2026, an estimated $12.4K.
  • Williams Companies made up 0.13% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #113 holding.
  • Advus Financial Partners, LLC first reported a position in Williams Companies in Q1 2022 and has held it in 17 quarters since.
  • 1,827 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.