Koshinski Asset Management’s Williams Companies WMB Stock Holding History

Koshinski 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	$697K	Buy	9,372 +740	+9%	+$54.5K	0.04%	377
2026 Q1	$628K	Buy	8,632 +1,673	+24%	+$116K	0.04%	381
2025 Q4	$418K	Buy	6,959 +1,415	+26%	+$85.6K	0.03%	471
2025 Q3	$351K	Buy	5,544 +903	+19%	+$53K	0.02%	518
2025 Q2	$291K	Buy	+4,641	New	+$274K	0.02%	539
2022 Q2	–	Sell	-2,457	Closed	-$82.1K	–	1966
2022 Q1	$82.1K	Buy	2,457 +2,107	+602%	+$64.4K	0.01%	908
2021 Q4	$9.12K	Sell	350 -9	-3%	-$249	﹤0.01%	1661
2021 Q3	$9.31K	Buy	+359	New	+$9.04K	﹤0.01%	1677
2016 Q1	–	Sell	-9,835	Closed	-$253K	–	247
2015 Q4	$253K	Sell	9,835 -2,035	-17%	-$71.1K	0.18%	166
2015 Q3	$681K	Buy	+11,870	New	+$591K	0.43%	62

Other funds holding WMB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Koshinski Asset Management increased its Williams Companies (WMB) stake by 8.6% in Q2 2026, buying an estimated $54.5K and bringing the position to 9,372 shares worth $697K. The position accounts for 0.04% of the portfolio, ranked #377.

Koshinski Asset Management first reported a position in WMB in Q3 2015 and has held it in 10 quarters since. 1,824 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Koshinski Asset Management held 9,372 shares of Williams Companies worth $697K as of Q2 2026.
Koshinski Asset Management bought 740 Williams Companies shares in Q2 2026, an estimated $54.5K.
Williams Companies made up 0.04% of Koshinski Asset Management's portfolio in Q2 2026, its #377 holding.
Koshinski Asset Management first reported a position in Williams Companies in Q3 2015 and has held it in 10 quarters since.
1,824 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.