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Formidable Asset Management’s Williams Companies WMB Stock Holding History

Formidable 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 		$261K Buy
+3,583
New +$264K 0.04% 341
2024
Q4 		– Sell
-8,293
Closed -$379K – 397
2024
Q3 		$379K Sell
8,293
-8,724
-51% -$383K 0.06% 258
2024
Q2 		$723K Sell
17,017
-2,021
-11% -$81.1K 0.12% 167
2024
Q1 		$742K Buy
19,038
+1,845
+11% +$65.6K 0.12% 175
2023
Q4 		$599K Sell
17,193
-4,674
-21% -$164K 0.12% 156
2023
Q3 		$737K Sell
21,867
-4,613
-17% -$157K 0.16% 125
2023
Q2 		$864K Buy
26,480
+2,731
+11% +$82K 0.19% 97
2023
Q1 		$709K Buy
23,749
+2,271
+11% +$70.2K 0.15% 132
2022
Q4 		$707K Buy
21,478
+1,010
+5% +$32.9K 0.16% 122
2022
Q3 		$598K Buy
20,468
+491
+2% +$16K 0.14% 131
2022
Q2 		$626K Buy
19,977
+5,013
+34% +$173K 0.14% 133
2022
Q1 		$500K Sell
14,964
-5,204
-26% -$159K 0.1% 184
2021
Q4 		$527K Sell
20,168
-14,998
-43% -$414K 0.1% 182
2021
Q3 		$912K Buy
35,166
+1,529
+5% +$38.5K 0.17% 110
2021
Q2 		$834K Buy
+33,637
New +$861K 0.18% 108
2016
Q1 		– Sell
-7,079
Closed -$162K – 545
2015
Q4 		$162K Sell
7,079
-15
-0.2% -$524 0.11% 148
2015
Q3 		$261K Buy
7,094
+921
+15% +$45.9K 0.17% 121
2015
Q2 		$354K Buy
6,173
+200
+3% +$10.3K 0.23% 98
2015
Q1 		$299K Buy
5,973
+5,881
+6,392% +$273K 0.2% 104
2014
Q4 		$4K Hold
92
– – ﹤0.01% 420
2014
Q3 		$5K Buy
+92
New +$5.29K ﹤0.01% 402

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

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

Formidable Asset Management opened a new position in Williams Companies (WMB) in Q2 2026: 3,583 shares worth $261K. The stake represents 0.04% of the portfolio and ranks #341 among its holdings. This is a return to the name: Formidable Asset Management previously reported a position in WMB as recently as Q3 2024.

Formidable Asset Management first reported a position in WMB in Q3 2014 and has held it in 21 quarters since. The position peaked at $912K in Q3 2021. 1,830 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Formidable Asset Management held 3,583 shares of Williams Companies worth $261K as of Q2 2026.
  • Williams Companies was a new Formidable Asset Management position in Q2 2026.
  • Williams Companies made up 0.04% of Formidable Asset Management's portfolio in Q2 2026, its #341 holding.
  • Formidable Asset Management first reported a position in Williams Companies in Q3 2014 and has held it in 21 quarters since.
  • Formidable Asset Management's Williams Companies position peaked at $912K in Q3 2021.
  • 1,830 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.