Mascoma Wealth Management’s Williams Companies WMB Stock Holding History

Mascoma Wealth 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	$1.26K	Hold	17	–	–	﹤0.01%	489
2026 Q1	$1.24K	Hold	17	–	–	﹤0.01%	466
2025 Q4	$1.02K	Buy	+17	New	+$1.03K	﹤0.01%	461
2025 Q3	–	Sell	-147	Closed	-$9.23K	–	487
2025 Q2	$9.23K	Hold	147	–	–	﹤0.01%	332
2025 Q1	$8.79K	Hold	147	–	–	﹤0.01%	346
2024 Q4	$7.96K	Buy	+147	New	+$7.92K	﹤0.01%	365
2023 Q2	–	Sell	-206	Closed	-$6.23K	–	592
2023 Q1	$6.23K	Hold	206	–	–	﹤0.01%	455
2022 Q4	$6.78K	Hold	206	–	–	﹤0.01%	450
2022 Q3	$6K	Hold	206	–	–	﹤0.01%	466
2022 Q2	$6K	Hold	206	–	–	﹤0.01%	488
2022 Q1	$7K	Hold	206	–	–	﹤0.01%	482
2021 Q4	$5K	Buy	+206	New	+$5.69K	﹤0.01%	462

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

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

Mascoma Wealth Management held its Williams Companies (WMB) position steady in Q2 2026 at 17 shares worth $1.26K. The position accounts for ﹤0.01% of the portfolio, ranked #489.

Mascoma Wealth Management first reported a position in WMB in Q4 2021 and has held it in 12 quarters since. The position peaked at $9.23K in Q2 2025. 1,820 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Mascoma Wealth Management held 17 shares of Williams Companies worth $1.26K as of Q2 2026.
Mascoma Wealth Management left its Williams Companies share count unchanged in Q2 2026.
Williams Companies made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #489 holding.
Mascoma Wealth Management first reported a position in Williams Companies in Q4 2021 and has held it in 12 quarters since.
Mascoma Wealth Management's Williams Companies position peaked at $9.23K in Q2 2025.
1,820 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.