YLHM
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Yelin Lapidot Holdings Management’s Williams Companies WMB Stock Holding History

Yelin Lapidot Holdings Management’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 		– Sell
-3,023
Closed -$220K – 89
2026
Q1 		$220K Sell
3,023
-348
-10% -$24.1K 0.05% 79
2025
Q4 		$203K Sell
3,371
-1,340
-28% -$81K 0.04% 85
2025
Q3 		$298K Sell
4,711
-730
-13% -$42.8K 0.06% 82
2025
Q2 		$342K Sell
5,441
-81
-1% -$4.78K 0.06% 80
2025
Q1 		$330K Buy
5,522
+607
+12% +$34.7K 0.06% 80
2024
Q4 		$266K Buy
+4,915
New +$265K 0.05% 86

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

Yelin Lapidot Holdings Management's WMB Position: Q2 2026 in Review

Yelin Lapidot Holdings Management sold out of Williams Companies (WMB) in Q2 2026, closing a stake of 3,023 shares — an estimated $220K sold.

Yelin Lapidot Holdings Management first reported a position in WMB in Q4 2024 and held it in 6 quarters. The position peaked at $342K in Q2 2025. 1,821 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Yelin Lapidot Holdings Management reported no remaining Williams Companies position as of Q2 2026 after selling out during the quarter.
  • Yelin Lapidot Holdings Management sold 3,023 Williams Companies shares in Q2 2026, an estimated $220K.
  • Yelin Lapidot Holdings Management first reported a position in Williams Companies in Q4 2024 and held it in 6 quarters.
  • Yelin Lapidot Holdings Management's Williams Companies position peaked at $342K in Q2 2025.
  • 1,821 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Yelin Lapidot Holdings Management's 13F filing for Q2 2026, filed 3 Aug 2026.