Comprehensive Money Management Services’s Williams Companies WMB Stock Holding History

Comprehensive Money Management Services’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	$1.05M	Sell	14,063 -1,675	-11%	-$123K	0.66%	53
2026 Q1	$1.15M	Sell	15,738 -193	-1%	-$13.4K	0.75%	42
2025 Q4	$958K	Sell	15,931 -199	-1%	-$12K	0.66%	51
2025 Q3	$1.02M	Sell	16,130 -1,189	-7%	-$69.8K	0.72%	46
2025 Q2	$1.09M	Sell	17,319 -74	-0.4%	-$4.37K	0.83%	35
2025 Q1	$1.04M	Sell	17,393 -199	-1%	-$11.4K	0.84%	34
2024 Q4	$952K	Buy	+17,592	New	+$948K	0.79%	41

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

Comprehensive Money Management Services's WMB Position: Q2 2026 in Review

Comprehensive Money Management Services reduced its Williams Companies (WMB) stake by 11% in Q2 2026, selling an estimated $123K and leaving 14,063 shares worth $1.05M. The position accounts for 0.66% of the portfolio, ranked #53.

Comprehensive Money Management Services first reported a position in WMB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.15M in Q1 2026. 1,835 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Comprehensive Money Management Services held 14,063 shares of Williams Companies worth $1.05M as of Q2 2026.
Comprehensive Money Management Services sold 1,675 Williams Companies shares in Q2 2026, an estimated $123K.
Williams Companies made up 0.66% of Comprehensive Money Management Services's portfolio in Q2 2026, its #53 holding.
Comprehensive Money Management Services first reported a position in Williams Companies in Q4 2024 and has held it in 7 quarters since.
Comprehensive Money Management Services's Williams Companies position peaked at $1.15M in Q1 2026.
1,835 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Comprehensive Money Management Services's 13F filing for Q2 2026, filed 17 Aug 2026.