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

Modern 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 		$1.09M Buy
14,728
+5,190
+54% +$382K 0.01% 500
2026
Q1 		$685K Buy
9,538
+531
+6% +$36.8K 0.01% 503
2025
Q4 		$541K Buy
9,007
+1,271
+16% +$76.8K 0.01% 516
2025
Q3 		$490K Buy
7,736
+558
+8% +$32.7K 0.01% 510
2025
Q2 		$451K Buy
7,178
+3,827
+114% +$226K 0.01% 503
2025
Q1 		$200K Buy
+3,351
New +$192K 0.01% 648

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 $3.38T AUM 44.17% 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

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

Modern Wealth Management increased its Williams Companies (WMB) stake by 54% in Q2 2026, buying an estimated $382K and bringing the position to 14,728 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #500.

Modern Wealth Management first reported a position in WMB in Q1 2025 and has held it in 6 quarters since. 1,835 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Modern Wealth Management held 14,728 shares of Williams Companies worth $1.09M as of Q2 2026.
  • Modern Wealth Management bought 5,190 Williams Companies shares in Q2 2026, an estimated $382K.
  • Williams Companies made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #500 holding.
  • Modern Wealth Management first reported a position in Williams Companies in Q1 2025 and has held it in 6 quarters since.
  • 1,835 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.