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Costello Asset Management’s Williams Companies WMB Stock Holding History

Costello Asset 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 		$8.63K Sell
116
-99
-46% -$7.29K ﹤0.01% 516
2026
Q1 		$15.7K Buy
215
+1
+0.5% +$69 0.01% 423
2025
Q4 		$12.8K Buy
214
+2
+0.9% +$121 ﹤0.01% 432
2025
Q3 		$13.4K Buy
212
+2
+1% +$117 ﹤0.01% 433
2025
Q2 		$13.2K Buy
+210
New +$12.4K 0.01% 439

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

Costello Asset Management's WMB Position: Q2 2026 in Review

Costello Asset Management reduced its Williams Companies (WMB) stake by 46% in Q2 2026, selling an estimated $7.29K and leaving 116 shares worth $8.63K. The position accounts for ﹤0.01% of the portfolio, ranked #516.

Costello Asset Management first reported a position in WMB in Q2 2025 and has held it in 5 quarters since. The position peaked at $15.7K in Q1 2026. 1,821 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Costello Asset Management held 116 shares of Williams Companies worth $8.63K as of Q2 2026.
  • Costello Asset Management sold 99 Williams Companies shares in Q2 2026, an estimated $7.29K.
  • Williams Companies made up ﹤0.01% of Costello Asset Management's portfolio in Q2 2026, its #516 holding.
  • Costello Asset Management first reported a position in Williams Companies in Q2 2025 and has held it in 5 quarters since.
  • Costello Asset Management's Williams Companies position peaked at $15.7K in Q1 2026.
  • 1,821 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.