Greenline Wealth Management’s Williams Companies WMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$216K Buy
+2,902
New +$214K 0.18% 117
2026
Q1
Sell
-1,049
Closed -$63.1K 519
2025
Q4
$63.1K Buy
+1,049
New +$63.4K 0.07% 178

Other funds holding WMB

Greenline Wealth Management's WMB Position: Q2 2026 in Review

Greenline Wealth Management opened a new position in Williams Companies (WMB) in Q2 2026: 2,902 shares worth $216K. The stake represents 0.18% of the portfolio and ranks #117 among its holdings. This is a return to the name: Greenline Wealth Management previously reported a position in WMB as recently as Q4 2025.

Greenline Wealth Management first reported a position in WMB in Q4 2025 and has held it in 2 quarters since. 1,826 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Greenline Wealth Management held 2,902 shares of Williams Companies worth $216K as of Q2 2026.
  • Williams Companies was a new Greenline Wealth Management position in Q2 2026.
  • Williams Companies made up 0.18% of Greenline Wealth Management's portfolio in Q2 2026, its #117 holding.
  • Greenline Wealth Management first reported a position in Williams Companies in Q4 2025 and has held it in 2 quarters since.
  • 1,826 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Greenline Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.