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Copia Wealth Management’s Williams Companies WMB Stock Holding History

Copia 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 		$33.9K Hold
456
– – 0.02% 247
2026
Q1 		$33.2K Hold
456
– – 0.02% 229
2025
Q4 		$27.4K Hold
456
– – 0.02% 249
2025
Q3 		$28.9K Hold
456
– – 0.02% 235
2025
Q2 		$28.6K Buy
456
+105
+30% +$6.2K 0.02% 208
2025
Q1 		$21K Hold
351
– – 0.02% 221
2024
Q4 		$19K Buy
+351
New +$18.9K 0.02% 217

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

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

Copia Wealth Management held its Williams Companies (WMB) position steady in Q2 2026 at 456 shares worth $33.9K. The position accounts for 0.02% of the portfolio, ranked #247.

Copia Wealth Management first reported a position in WMB in Q4 2024 and has held it in 7 quarters since. 1,820 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Copia Wealth Management held 456 shares of Williams Companies worth $33.9K as of Q2 2026.
  • Copia Wealth Management left its Williams Companies share count unchanged in Q2 2026.
  • Williams Companies made up 0.02% of Copia Wealth Management's portfolio in Q2 2026, its #247 holding.
  • Copia Wealth Management first reported a position in Williams Companies in Q4 2024 and has held it in 7 quarters since.
  • 1,820 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.