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Ethos Financial Group’s Williams Companies WMB Stock Holding History

Ethos Financial Group’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 		$205K Buy
2,918
+48
+2% +$3.53K 0.01% 578
2026
Q1 		$209K Buy
+2,870
New +$199K 0.02% 486
2025
Q1 		– Sell
-2,727
Closed -$148K – 503
2024
Q4 		$148K Buy
+2,727
New +$147K 0.02% 312

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

Ethos Financial Group's WMB Position: Q2 2026 in Review

Ethos Financial Group increased its Williams Companies (WMB) stake by 1.7% in Q2 2026, buying an estimated $3.53K and bringing the position to 2,918 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #578.

Ethos Financial Group first reported a position in WMB in Q4 2024 and has held it in 3 quarters since. The position peaked at $209K in Q1 2026. 1,821 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Ethos Financial Group held 2,918 shares of Williams Companies worth $205K as of Q2 2026.
  • Ethos Financial Group bought 48 Williams Companies shares in Q2 2026, an estimated $3.53K.
  • Williams Companies made up 0.01% of Ethos Financial Group's portfolio in Q2 2026, its #578 holding.
  • Ethos Financial Group first reported a position in Williams Companies in Q4 2024 and has held it in 3 quarters since.
  • Ethos Financial Group's Williams Companies position peaked at $209K in Q1 2026.
  • 1,821 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.