Mission Wealth Management’s Williams Companies WMB Stock Holding History

Mission 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	$1.02M	Buy	13,743 +5,911	+75%	+$435K	0.01%	474
2026 Q1	$570K	Sell	7,832 -239	-3%	-$16.5K	0.01%	457
2025 Q4	$485K	Sell	8,071 -145	-2%	-$8.77K	0.01%	498
2025 Q3	$521K	Sell	8,216 -124	-1%	-$7.28K	0.01%	477
2025 Q2	$524K	Buy	8,340 +1,040	+14%	+$61.4K	0.01%	466
2025 Q1	$436K	Buy	7,300 +987	+16%	+$56.5K	0.01%	494
2024 Q4	$342K	Buy	6,313 +1,599	+34%	+$86.2K	0.01%	524
2024 Q3	$215K	Buy	+4,714	New	+$207K	0.01%	624
2024 Q2	–	Sell	-5,347	Closed	-$208K	–	739
2024 Q1	$208K	Buy	+5,347	New	+$190K	0.01%	640

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

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

Mission Wealth Management increased its Williams Companies (WMB) stake by 75% in Q2 2026, buying an estimated $435K and bringing the position to 13,743 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #474.

Mission Wealth Management first reported a position in WMB in Q1 2024 and has held it in 9 quarters since. 1,824 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Mission Wealth Management held 13,743 shares of Williams Companies worth $1.02M as of Q2 2026.
Mission Wealth Management bought 5,911 Williams Companies shares in Q2 2026, an estimated $435K.
Williams Companies made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #474 holding.
Mission Wealth Management first reported a position in Williams Companies in Q1 2024 and has held it in 9 quarters since.
1,824 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.