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Mitchell McLeod Pugh & Williams’s Williams Companies WMB Stock Holding History

Mitchell McLeod Pugh & Williams’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 		$876K Buy
11,781
+57
+0.5% +$4.2K 0.11% 158
2026
Q1 		$853K Buy
11,724
+58
+0.5% +$4.02K 0.13% 143
2025
Q4 		$781K Buy
11,666
+67
+0.6% +$4.05K 0.11% 150
2025
Q3 		$668K Buy
11,599
+63
+0.5% +$3.7K 0.11% 154
2025
Q2 		$725K Buy
11,536
+62
+0.5% +$3.66K 0.14% 145
2025
Q1 		$686K Buy
11,474
+66
+0.6% +$3.78K 0.14% 146
2024
Q4 		$617K Sell
11,408
-146
-1% -$7.87K 0.13% 149
2024
Q3 		$527K Hold
11,554
– – 0.11% 168
2024
Q2 		$491K Sell
11,554
-445
-4% -$17.9K 0.11% 161
2024
Q1 		$468K Buy
11,999
+445
+4% +$15.8K 0.11% 168
2023
Q4 		$402K Hold
11,554
– – 0.11% 172
2023
Q3 		$389K Buy
+11,554
New +$394K 0.11% 170

Other funds holding WMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mitchell McLeod Pugh & Williams's WMB Position: Q2 2026 in Review

Mitchell McLeod Pugh & Williams increased its Williams Companies (WMB) stake by 0.49% in Q2 2026, buying an estimated $4.2K and bringing the position to 11,781 shares worth $876K. The position accounts for 0.11% of the portfolio, ranked #158.

Mitchell McLeod Pugh & Williams first reported a position in WMB in Q3 2023 and has held it in 12 quarters since. 1,827 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Mitchell McLeod Pugh & Williams held 11,781 shares of Williams Companies worth $876K as of Q2 2026.
  • Mitchell McLeod Pugh & Williams bought 57 Williams Companies shares in Q2 2026, an estimated $4.2K.
  • Williams Companies made up 0.11% of Mitchell McLeod Pugh & Williams's portfolio in Q2 2026, its #158 holding.
  • Mitchell McLeod Pugh & Williams first reported a position in Williams Companies in Q3 2023 and has held it in 12 quarters since.
  • 1,827 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Mitchell McLeod Pugh & Williams's 13F filing for Q2 2026, filed 11 Aug 2026.