AWM
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Apollon Wealth Management’s Williams Companies WMB Stock Holding History

Apollon Wealth 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 		$3.2M Buy
43,099
+9,008
+26% +$663K 0.04% 385
2026
Q1 		$2.48M Sell
34,091
-1,419
-4% -$98.2K 0.04% 346
2025
Q4 		$2.13M Sell
35,510
-1,455
-4% -$88K 0.04% 361
2025
Q3 		$2.34M Sell
36,965
-319
-0.9% -$18.7K 0.04% 353
2025
Q2 		$2.34M Sell
37,284
-1,078
-3% -$63.6K 0.05% 329
2025
Q1 		$2.29M Buy
38,362
+5,545
+17% +$317K 0.05% 300
2024
Q4 		$1.78M Buy
32,817
+697
+2% +$37.6K 0.04% 364
2024
Q3 		$1.47M Buy
32,120
+1,917
+6% +$84.3K 0.04% 375
2024
Q2 		$1.28M Sell
30,203
-2,750
-8% -$110K 0.04% 391
2024
Q1 		$1.28M Buy
32,953
+8,215
+33% +$292K 0.04% 396
2023
Q4 		$862K Buy
24,738
+4,250
+21% +$149K 0.03% 495
2023
Q3 		$690K Buy
20,488
+5,686
+38% +$194K 0.03% 462
2023
Q2 		$483K Buy
14,802
+392
+3% +$11.8K 0.02% 600
2023
Q1 		$430K Sell
14,410
-2,021
-12% -$62.4K 0.03% 579
2022
Q4 		$541K Buy
16,431
+3,743
+30% +$122K 0.04% 488
2022
Q3 		$363K Buy
12,688
+376
+3% +$12.3K 0.03% 537
2022
Q2 		$384K Buy
12,312
+3,490
+40% +$120K 0.03% 500
2022
Q1 		$295K Sell
8,822
-720
-8% -$22K 0.02% 597
2021
Q4 		$248K Buy
+9,542
New +$264K 0.02% 636
2020
Q3 		– Sell
-819
Closed -$16K – 686
2020
Q2 		$16K Buy
+819
New +$15.2K 0.01% 422

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

Apollon Wealth Management's WMB Position: Q2 2026 in Review

Apollon Wealth Management increased its Williams Companies (WMB) stake by 26% in Q2 2026, buying an estimated $663K and bringing the position to 43,099 shares worth $3.2M. The position accounts for 0.04% of the portfolio, ranked #385.

Apollon Wealth Management first reported a position in WMB in Q2 2020 and has held it in 20 quarters since. 1,830 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Apollon Wealth Management held 43,099 shares of Williams Companies worth $3.2M as of Q2 2026.
  • Apollon Wealth Management bought 9,008 Williams Companies shares in Q2 2026, an estimated $663K.
  • Williams Companies made up 0.04% of Apollon Wealth Management's portfolio in Q2 2026, its #385 holding.
  • Apollon Wealth Management first reported a position in Williams Companies in Q2 2020 and has held it in 20 quarters since.
  • 1,830 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.