Moisand Fitzgerald Tamayo’s Williams Companies WMB Stock Holding History

Moisand Fitzgerald Tamayo’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	$4.24K	Hold	57	–	–	﹤0.01%	452
2026 Q1	$4.15K	Hold	57	–	–	﹤0.01%	424
2025 Q4	$3.43K	Hold	57	–	–	﹤0.01%	439
2025 Q3	$3.61K	Hold	57	–	–	﹤0.01%	461
2025 Q2	$3.58K	Hold	57	–	–	﹤0.01%	446
2025 Q1	$3.41K	Hold	57	–	–	﹤0.01%	445
2024 Q4	$3.08K	Hold	57	–	–	﹤0.01%	471
2024 Q3	$2.6K	Hold	57	–	–	﹤0.01%	506
2024 Q2	$2.42K	Hold	57	–	–	﹤0.01%	482
2024 Q1	$2.22K	Hold	57	–	–	﹤0.01%	481
2023 Q4	$1.99K	Hold	57	–	–	﹤0.01%	538
2023 Q3	$1.92K	Hold	57	–	–	﹤0.01%	570
2023 Q2	$1.86K	Hold	57	–	–	﹤0.01%	558
2023 Q1	$1.7K	Hold	57	–	–	﹤0.01%	586
2022 Q4	$1.88K	Sell	57 -467	-89%	-$15.2K	﹤0.01%	570
2022 Q3	$15K	Sell	524 -179	-25%	-$5.83K	﹤0.01%	254
2022 Q2	$22K	Buy	703 +295	+72%	+$10.2K	0.01%	220
2022 Q1	$14K	Buy	+408	New	+$12.5K	0.01%	164
2020 Q2	–	Sell	-66	Closed	-$1K	–	338
2020 Q1	$1K	Buy	+66	New	+$1.28K	﹤0.01%	248

Other funds holding WMB

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

CNAM

Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

VFM

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

Moisand Fitzgerald Tamayo's WMB Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its Williams Companies (WMB) position steady in Q2 2026 at 57 shares worth $4.24K. The position accounts for ﹤0.01% of the portfolio, ranked #452.

Moisand Fitzgerald Tamayo first reported a position in WMB in Q1 2020 and has held it in 19 quarters since. The position peaked at $22K in Q2 2022. 358 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Moisand Fitzgerald Tamayo held 57 shares of Williams Companies worth $4.24K as of Q2 2026.
Moisand Fitzgerald Tamayo left its Williams Companies share count unchanged in Q2 2026.
Williams Companies made up ﹤0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #452 holding.
Moisand Fitzgerald Tamayo first reported a position in Williams Companies in Q1 2020 and has held it in 19 quarters since.
Moisand Fitzgerald Tamayo's Williams Companies position peaked at $22K in Q2 2022.
358 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.