MLL
WMB icon

Moody Lynn & Lieberson’s Williams Companies WMB Stock Holding History

Moody Lynn & Lieberson’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 		$801K Buy
10,778
+206
+2% +$15.2K 0.04% 139
2026
Q1 		$769K Hold
10,572
– – 0.04% 133
2025
Q4 		$635K Sell
10,572
-686
-6% -$41.5K 0.03% 154
2025
Q3 		$713K Buy
11,258
+263
+2% +$15.4K 0.04% 143
2025
Q2 		$691K Buy
10,995
+18
+0.2% +$1.06K 0.04% 151
2025
Q1 		$656K Hold
10,977
– – 0.04% 152
2024
Q4 		$594K Buy
10,977
+73
+0.7% +$3.93K 0.04% 154
2024
Q3 		$498K Hold
10,904
– – 0.03% 174
2024
Q2 		$463K Hold
10,904
– – 0.03% 170
2024
Q1 		$425K Buy
10,904
+27
+0.2% +$959 0.03% 175
2023
Q4 		$379K Sell
10,877
-846
-7% -$29.7K 0.03% 179
2023
Q3 		$395K Sell
11,723
-22
-0.2% -$751 0.03% 157
2023
Q2 		$383K Sell
11,745
-140
-1% -$4.2K 0.03% 170
2023
Q1 		$355K Buy
11,885
+113
+1% +$3.49K 0.03% 181
2022
Q4 		$387K Sell
11,772
-243
-2% -$7.91K 0.04% 180
2022
Q3 		$344K Sell
12,015
-1,682
-12% -$54.8K 0.03% 175
2022
Q2 		$427K Hold
13,697
– – 0.04% 160
2022
Q1 		$458K Buy
13,697
+183
+1% +$5.59K 0.03% 162
2021
Q4 		$352K Buy
13,514
+2,585
+24% +$71.4K 0.02% 193
2021
Q3 		$283K Hold
10,929
– – 0.02% 198
2021
Q2 		$290K Buy
+10,929
New +$280K 0.02% 194

Other funds holding WMB

CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 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

Moody Lynn & Lieberson's WMB Position: Q2 2026 in Review

Moody Lynn & Lieberson increased its Williams Companies (WMB) stake by 1.9% in Q2 2026, buying an estimated $15.2K and bringing the position to 10,778 shares worth $801K. The position accounts for 0.04% of the portfolio, ranked #139.

Moody Lynn & Lieberson first reported a position in WMB in Q2 2021 and has held it in 21 quarters since. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Moody Lynn & Lieberson held 10,778 shares of Williams Companies worth $801K as of Q2 2026.
  • Moody Lynn & Lieberson bought 206 Williams Companies shares in Q2 2026, an estimated $15.2K.
  • Williams Companies made up 0.04% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #139 holding.
  • Moody Lynn & Lieberson first reported a position in Williams Companies in Q2 2021 and has held it in 21 quarters since.
  • 514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.