MWM
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MGB Wealth Management’s Williams Companies WMB Stock Holding History

MGB 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
2025
Q4 		$245K Buy
4,070
+9
+0.2% +$544 0.07% 193
2025
Q3 		$257K Buy
4,061
+1
+0% +$59 0.07% 193
2025
Q2 		$255K Buy
+4,060
New +$240K 0.08% 186

Other funds holding WMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

MGB Wealth Management's WMB Position: Q4 2025 in Review

MGB Wealth Management increased its Williams Companies (WMB) stake by 0.22% in Q4 2025, buying an estimated $544 and bringing the position to 4,070 shares worth $245K. The position accounts for 0.07% of the portfolio, ranked #193.

MGB Wealth Management first reported a position in WMB in Q2 2025 and has held it in 3 quarters since. The position peaked at $257K in Q3 2025. 1,697 funds tracked by Wall St. Rank hold WMB as of Q4 2025.

  • MGB Wealth Management held 4,070 shares of Williams Companies worth $245K as of Q4 2025.
  • MGB Wealth Management bought 9 Williams Companies shares in Q4 2025, an estimated $544.
  • Williams Companies made up 0.07% of MGB Wealth Management's portfolio in Q4 2025, its #193 holding.
  • MGB Wealth Management first reported a position in Williams Companies in Q2 2025 and has held it in 3 quarters since.
  • MGB Wealth Management's Williams Companies position peaked at $257K in Q3 2025.
  • 1,697 funds tracked by Wall St. Rank held Williams Companies as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.