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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
Q2 		$255K Buy
3,433
+148
+5% +$10.9K 0.01% 556
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 $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

Money Concepts Capital's WMB Position: Q2 2026 in Review

Money Concepts Capital increased its Williams Companies (WMB) stake by 4.5% in Q2 2026, buying an estimated $10.9K and bringing the position to 3,433 shares worth $255K. The position accounts for 0.01% of the portfolio, ranked #556.

Money Concepts Capital first reported a position in WMB in Q1 2022 and has held it in 6 quarters since. 1,835 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Money Concepts Capital held 3,433 shares of Williams Companies worth $255K as of Q2 2026.
  • Money Concepts Capital bought 148 Williams Companies shares in Q2 2026, an estimated $10.9K.
  • Williams Companies made up 0.01% of Money Concepts Capital's portfolio in Q2 2026, its #556 holding.
  • Money Concepts Capital first reported a position in Williams Companies in Q1 2022 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 Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.