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Joseph Group Capital Management’s Williams Companies WMB Stock Holding History

Joseph Group Capital 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 		$25.6K Buy
345
+53
+18% +$3.9K 0.01% 198
2026
Q1 		$21.3K Buy
292
+169
+137% +$11.7K 0.01% 184
2025
Q4 		$7.39K Buy
+123
New +$7.44K ﹤0.01% 225

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

Joseph Group Capital Management's WMB Position: Q2 2026 in Review

Joseph Group Capital Management increased its Williams Companies (WMB) stake by 18% in Q2 2026, buying an estimated $3.9K and bringing the position to 345 shares worth $25.6K. The position accounts for 0.01% of the portfolio, ranked #198.

Joseph Group Capital Management first reported a position in WMB in Q4 2025 and has held it in 3 quarters since. 1,835 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Joseph Group Capital Management held 345 shares of Williams Companies worth $25.6K as of Q2 2026.
  • Joseph Group Capital Management bought 53 Williams Companies shares in Q2 2026, an estimated $3.9K.
  • Williams Companies made up 0.01% of Joseph Group Capital Management's portfolio in Q2 2026, its #198 holding.
  • Joseph Group Capital Management first reported a position in Williams Companies in Q4 2025 and has held it in 3 quarters since.
  • 1,835 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Joseph Group Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.