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Money Concepts Capital’s Williams Companies WMB Stock Holding History

Money Concepts Capital’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
Q1 		$239K Sell
3,285
-249
-7% -$17.2K 0.01% 507
2025
Q4 		$212K Buy
+3,534
New +$214K 0.01% 493
2023
Q1 		– Sell
-2,858
Closed -$94K – 2908
2022
Q4 		$94K Buy
2,858
+2,573
+903% +$83.8K ﹤0.01% 992
2022
Q3 		$8K Buy
+285
New +$9.29K ﹤0.01% 1120
2022
Q2 		– Sell
-1,000
Closed -$33K – 2626
2022
Q1 		$33K Buy
+1,000
New +$30.6K ﹤0.01% 1399

Other funds holding WMB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Money Concepts Capital's WMB Position: Q1 2026 in Review

Money Concepts Capital reduced its Williams Companies (WMB) stake by 7% in Q1 2026, selling an estimated $17.2K and leaving 3,285 shares worth $239K. The position accounts for 0.01% of the portfolio, ranked #507.

Money Concepts Capital first reported a position in WMB in Q1 2022 and has held it in 5 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Money Concepts Capital held 3,285 shares of Williams Companies worth $239K as of Q1 2026.
  • Money Concepts Capital sold 249 Williams Companies shares in Q1 2026, an estimated $17.2K.
  • Williams Companies made up 0.01% of Money Concepts Capital's portfolio in Q1 2026, its #507 holding.
  • Money Concepts Capital first reported a position in Williams Companies in Q1 2022 and has held it in 5 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.