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Greenwood Capital Associates’s Williams Companies WMB Stock Holding History

Greenwood Capital Associates’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 		$390K Buy
5,244
+23
+0.4% +$1.69K 0.04% 246
2026
Q1 		$380K Buy
+5,221
New +$361K 0.04% 236
2015
Q4 		– Sell
-19,652
Closed -$724K – 175
2015
Q3 		$724K Buy
+19,652
New +$979K 0.26% 79

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 $3.38T AUM 44.17% 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

Greenwood Capital Associates's WMB Position: Q2 2026 in Review

Greenwood Capital Associates increased its Williams Companies (WMB) stake by 0.44% in Q2 2026, buying an estimated $1.69K and bringing the position to 5,244 shares worth $390K. The position accounts for 0.04% of the portfolio, ranked #246.

Greenwood Capital Associates first reported a position in WMB in Q3 2015 and has held it in 3 quarters since. The position peaked at $724K in Q3 2015. 1,835 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Greenwood Capital Associates held 5,244 shares of Williams Companies worth $390K as of Q2 2026.
  • Greenwood Capital Associates bought 23 Williams Companies shares in Q2 2026, an estimated $1.69K.
  • Williams Companies made up 0.04% of Greenwood Capital Associates's portfolio in Q2 2026, its #246 holding.
  • Greenwood Capital Associates first reported a position in Williams Companies in Q3 2015 and has held it in 3 quarters since.
  • Greenwood Capital Associates's Williams Companies position peaked at $724K in Q3 2015.
  • 1,835 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Greenwood Capital Associates's 13F filing for Q2 2026, filed 28 Jul 2026.