Coston McIsaac & Partners’s Williams Companies WMB Stock Holding History

Coston McIsaac & Partners’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	$32K	Hold	439	–	–	0.01%	407
2026 Q1	$31K	Hold	439	–	–	0.01%	395
2025 Q4	$26K	Hold	439	–	–	0.01%	417
2025 Q3	$27K	Hold	439	–	–	0.01%	396
2025 Q2	$27K	Hold	439	–	–	0.01%	388
2025 Q1	$26K	Buy	439 +189	+76%	+$10.8K	0.01%	362
2024 Q4	$13K	Hold	250	–	–	﹤0.01%	455
2024 Q3	$11	Hold	250	–	–	﹤0.01%	484
2024 Q2	$10K	Hold	250	–	–	﹤0.01%	472
2024 Q1	$9K	Hold	250	–	–	﹤0.01%	500
2023 Q4	$8K	Hold	250	–	–	﹤0.01%	510
2023 Q3	$8K	Hold	250	–	–	﹤0.01%	501
2023 Q2	$8K	Hold	250	–	–	﹤0.01%	539
2023 Q1	$7K	Hold	250	–	–	﹤0.01%	544
2022 Q4	$8	Buy	+250	New	+$8.14K	﹤0.01%	532

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

Coston McIsaac & Partners's WMB Position: Q2 2026 in Review

Coston McIsaac & Partners held its Williams Companies (WMB) position steady in Q2 2026 at 439 shares worth $32K. The position accounts for 0.01% of the portfolio, ranked #407.

Coston McIsaac & Partners first reported a position in WMB in Q4 2022 and has held it in 15 quarters since. 1,821 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Coston McIsaac & Partners held 439 shares of Williams Companies worth $32K as of Q2 2026.
Coston McIsaac & Partners left its Williams Companies share count unchanged in Q2 2026.
Williams Companies made up 0.01% of Coston McIsaac & Partners's portfolio in Q2 2026, its #407 holding.
Coston McIsaac & Partners first reported a position in Williams Companies in Q4 2022 and has held it in 15 quarters since.
1,821 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Coston McIsaac & Partners's 13F filing for Q2 2026, filed 12 Aug 2026.