McGowan Group Asset Management’s Williams Companies WMB Stock Holding History

McGowan Group 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	$597K	Buy	8,035 +1	+0%	+$74	0.07%	73
2026 Q1	$585K	Hold	8,034	–	–	0.07%	78
2025 Q4	$483K	Buy	8,034 +54	+0.7%	+$3.27K	0.06%	81
2025 Q3	$506K	Buy	7,980 +50	+0.6%	+$2.93K	0.06%	78
2025 Q2	$498K	Buy	7,930 +50	+0.6%	+$2.95K	0.06%	85
2025 Q1	$471K	Buy	7,880 +209	+3%	+$12K	0.06%	79
2024 Q4	$415K	Buy	7,671 +55	+0.7%	+$2.96K	0.06%	86
2024 Q3	$348K	Buy	7,616 +434	+6%	+$19.1K	0.05%	95
2024 Q2	$305K	Sell	7,182 -313	-4%	-$12.6K	0.04%	101
2024 Q1	$292K	Buy	7,495 +80	+1%	+$2.84K	0.04%	112
2023 Q4	$258K	Buy	7,415 +80	+1%	+$2.81K	0.04%	113
2023 Q3	$247K	Buy	7,335 +81	+1%	+$2.76K	0.04%	115
2023 Q2	$237K	Buy	7,254 +89	+1%	+$2.67K	0.04%	130
2023 Q1	$214K	Sell	7,165 -466	-6%	-$14.4K	0.03%	131
2022 Q4	$251K	Hold	7,631	–	–	0.04%	116
2022 Q3	$218K	Buy	+7,631	New	+$249K	0.04%	110

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

McGowan Group Asset Management's WMB Position: Q2 2026 in Review

McGowan Group Asset Management increased its Williams Companies (WMB) stake by 0.01% in Q2 2026, buying an estimated $74 and bringing the position to 8,035 shares worth $597K. The position accounts for 0.07% of the portfolio, ranked #73.

McGowan Group Asset Management first reported a position in WMB in Q3 2022 and has held it in 16 quarters since. 1,824 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

McGowan Group Asset Management held 8,035 shares of Williams Companies worth $597K as of Q2 2026.
McGowan Group Asset Management bought 1 Williams Companies share in Q2 2026, an estimated $74.
Williams Companies made up 0.07% of McGowan Group Asset Management's portfolio in Q2 2026, its #73 holding.
McGowan Group Asset Management first reported a position in Williams Companies in Q3 2022 and has held it in 16 quarters since.
1,824 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on McGowan Group Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.