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

Modera 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 		$219K Sell
2,941
-350
-11% -$25.8K ﹤0.01% 616
2026
Q1 		$240K Buy
+3,291
New +$228K ﹤0.01% 581
2025
Q3 		– Sell
-6,078
Closed -$382K – 669
2025
Q2 		$382K Buy
6,078
+341
+6% +$20.1K ﹤0.01% 491
2025
Q1 		$343K Buy
5,737
+894
+18% +$51.2K ﹤0.01% 491
2024
Q4 		$262K Buy
+4,843
New +$261K ﹤0.01% 536

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

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

Modera Wealth Management reduced its Williams Companies (WMB) stake by 11% in Q2 2026, selling an estimated $25.8K and leaving 2,941 shares worth $219K. The position accounts for ﹤0.01% of the portfolio, ranked #616.

Modera Wealth Management first reported a position in WMB in Q4 2024 and has held it in 5 quarters since. The position peaked at $382K in Q2 2025. 1,822 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Modera Wealth Management held 2,941 shares of Williams Companies worth $219K as of Q2 2026.
  • Modera Wealth Management sold 350 Williams Companies shares in Q2 2026, an estimated $25.8K.
  • Williams Companies made up ﹤0.01% of Modera Wealth Management's portfolio in Q2 2026, its #616 holding.
  • Modera Wealth Management first reported a position in Williams Companies in Q4 2024 and has held it in 5 quarters since.
  • Modera Wealth Management's Williams Companies position peaked at $382K in Q2 2025.
  • 1,822 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.