Coppell Advisory Solutions’s Williams Companies WMB Stock Holding History

Coppell Advisory Solutions’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	$555K	Buy	+12,765	New	+$939K	0.05%	271
2026 Q1	–	Sell	-6,431	Closed	-$387K	–	374
2025 Q4	$387K	Buy	6,431 +630	+11%	+$38.1K	0.04%	291
2025 Q3	$371K	Buy	5,801 +602	+12%	+$35.3K	0.04%	298
2025 Q2	$326K	Buy	5,199 +637	+14%	+$37.6K	0.04%	289
2025 Q1	$272K	Buy	4,562 +3,766	+473%	+$216K	0.04%	276
2024 Q4	$43.1K	Buy	796 +26	+3%	+$1.4K	0.01%	632
2024 Q3	$34.8K	Hold	770	–	–	0.01%	671
2024 Q2	$32.7K	Buy	+770	New	+$30.9K	0.01%	612
2023 Q4	$90.2K	Buy	2,589 +2,483	+2,342%	+$87.1K	0.02%	380
2023 Q3	$3.49K	Sell	106 -352	-77%	-$12K	﹤0.01%	779
2023 Q2	$14.9K	Buy	+458	New	+$13.7K	﹤0.01%	618
2023 Q1	–	Sell	-106	Closed	-$3.49K	–	1088
2022 Q4	$3.49K	Buy	+106	New	+$3.45K	﹤0.01%	782

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 $3.37T AUM 44.26% 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

Coppell Advisory Solutions's WMB Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in Williams Companies (WMB) in Q2 2026: 12,765 shares worth $555K. The stake represents 0.05% of the portfolio and ranks #271 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in WMB as recently as Q4 2025.

Coppell Advisory Solutions first reported a position in WMB in Q4 2022 and has held it in 12 quarters since. 1,831 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Coppell Advisory Solutions held 12,765 shares of Williams Companies worth $555K as of Q2 2026.
Williams Companies was a new Coppell Advisory Solutions position in Q2 2026.
Williams Companies made up 0.05% of Coppell Advisory Solutions's portfolio in Q2 2026, its #271 holding.
Coppell Advisory Solutions first reported a position in Williams Companies in Q4 2022 and has held it in 12 quarters since.
1,831 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.