CL
WMB icon

COWA LLC’s Williams Companies WMB Stock Holding History

COWA LLC’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 		$346K Sell
4,655
-360
-7% -$26.5K 0.09% 134
2026
Q1 		$365K Buy
5,015
+320
+7% +$22.2K 0.1% 124
2025
Q4 		$282K Sell
4,695
-420
-8% -$25.4K 0.09% 130
2025
Q3 		$324K Hold
5,115
– – 0.11% 118
2025
Q2 		$321K Sell
5,115
-1,445
-22% -$85.3K 0.12% 106
2025
Q1 		$441K Sell
6,560
-360
-5% -$20.6K 0.19% 90
2024
Q4 		$437K Buy
6,920
+1,905
+38% +$103K 0.2% 89
2024
Q3 		$229K Sell
5,015
-1,982
-28% -$87.1K 0.11% 117
2024
Q2 		$342K Buy
+6,997
New +$281K 0.18% 89
2023
Q2 		– Sell
-17,149
Closed -$152K – 123
2023
Q1 		$152K Buy
17,149
+11,038
+181% +$341K 0.12% 107
2022
Q4 		$213K Buy
6,111
+991
+19% +$32.3K 0.13% 111
2022
Q3 		$147K Buy
+5,120
New +$167K 0.1% 124
2021
Q2 		– Sell
-6,580
Closed -$154K – 338
2021
Q1 		$154K Buy
6,580
+360
+6% +$8.18K 0.09% 133
2020
Q4 		$137K Buy
+6,220
New +$126K 0.1% 134

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

COWA LLC's WMB Position: Q2 2026 in Review

COWA LLC reduced its Williams Companies (WMB) stake by 7.2% in Q2 2026, selling an estimated $26.5K and leaving 4,655 shares worth $346K. The position accounts for 0.09% of the portfolio, ranked #134.

COWA LLC first reported a position in WMB in Q4 2020 and has held it in 14 quarters since. The position peaked at $441K in Q1 2025. 1,833 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • COWA LLC held 4,655 shares of Williams Companies worth $346K as of Q2 2026.
  • COWA LLC sold 360 Williams Companies shares in Q2 2026, an estimated $26.5K.
  • Williams Companies made up 0.09% of COWA LLC's portfolio in Q2 2026, its #134 holding.
  • COWA LLC first reported a position in Williams Companies in Q4 2020 and has held it in 14 quarters since.
  • COWA LLC's Williams Companies position peaked at $441K in Q1 2025.
  • 1,833 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on COWA LLC's 13F filing for Q2 2026, filed 6 Aug 2026.