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Monetary Management Group’s Williams Companies WMB Stock Holding History

Monetary Management Group’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 		$1.42M Sell
19,150
-4,850
-20% -$357K 0.29% 75
2026
Q1 		$1.75M Sell
24,000
-1,550
-6% -$107K 0.42% 59
2025
Q4 		$1.54M Sell
25,550
-1,500
-6% -$90.7K 0.36% 62
2025
Q3 		$1.71M Hold
27,050
– – 0.39% 54
2025
Q2 		$1.7M Sell
27,050
-2,450
-8% -$145K 0.42% 53
2025
Q1 		$1.76M Sell
29,500
-11,450
-28% -$655K 0.48% 46
2024
Q4 		$2.22M Sell
40,950
-9,300
-19% -$501K 0.58% 36
2024
Q3 		$2.29M Hold
50,250
– – 0.59% 37
2024
Q2 		$2.14M Buy
50,250
+800
+2% +$32.1K 0.56% 38
2024
Q1 		$1.93M Sell
49,450
-7,300
-13% -$259K 0.54% 40
2023
Q4 		$1.98M Hold
56,750
– – 0.62% 37
2023
Q3 		$1.91M Hold
56,750
– – 0.64% 38
2023
Q2 		$1.85M Buy
56,750
+500
+0.9% +$15K 0.57% 44
2023
Q1 		$1.68M Buy
56,250
+600
+1% +$18.5K 0.49% 51
2022
Q4 		$1.83M Sell
55,650
-1,000
-2% -$32.6K 0.57% 45
2022
Q3 		$1.62M Sell
56,650
-1,000
-2% -$32.6K 0.53% 47
2022
Q2 		$1.8M Sell
57,650
-300
-0.5% -$10.4K 0.56% 46
2022
Q1 		$1.94M Buy
57,950
+7,500
+15% +$229K 0.51% 47
2021
Q4 		$1.31M Sell
50,450
-6,500
-11% -$180K 0.33% 71
2021
Q3 		$1.48M Buy
56,950
+5,300
+10% +$133K 0.41% 64
2021
Q2 		$1.37M Buy
51,650
+600
+1% +$15.4K 0.41% 56
2021
Q1 		$1.21M Buy
51,050
+26,150
+105% +$594K 0.38% 64
2020
Q4 		$499K Buy
24,900
+14,900
+149% +$302K 0.16% 107
2020
Q3 		$196K Hold
10,000
– – 0.07% 157
2020
Q2 		$190K Buy
+10,000
New +$186K 0.07% 148
2016
Q3 		– Sell
-15,000
Closed -$324K – 331
2016
Q2 		$324K Buy
+15,000
New +$301K 0.15% 120
2014
Q4 		– Sell
-200
Closed -$11K – 375
2014
Q3 		$11K Hold
200
– – 0.01% 343
2014
Q2 		$12K Buy
+200
New +$9.27K 0.01% 345

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

Monetary Management Group's WMB Position: Q2 2026 in Review

Monetary Management Group reduced its Williams Companies (WMB) stake by 20% in Q2 2026, selling an estimated $357K and leaving 19,150 shares worth $1.42M. The position accounts for 0.29% of the portfolio, ranked #75.

Monetary Management Group first reported a position in WMB in Q2 2014 and has held it in 28 quarters since. The position peaked at $2.29M in Q3 2024. 1,829 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Monetary Management Group held 19,150 shares of Williams Companies worth $1.42M as of Q2 2026.
  • Monetary Management Group sold 4,850 Williams Companies shares in Q2 2026, an estimated $357K.
  • Williams Companies made up 0.29% of Monetary Management Group's portfolio in Q2 2026, its #75 holding.
  • Monetary Management Group first reported a position in Williams Companies in Q2 2014 and has held it in 28 quarters since.
  • Monetary Management Group's Williams Companies position peaked at $2.29M in Q3 2024.
  • 1,829 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Monetary Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.