Moody National Bank Trust Division’s Williams Companies WMB Stock Holding History

Moody National Bank Trust Division’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	$224K	Sell	3,010 -76	-2%	-$5.59K	0.02%	472
2026 Q1	$225K	Buy	+3,086	New	+$214K	0.02%	467
2024 Q3	–	Sell	-8,330	Closed	-$354K	–	492
2024 Q2	$354K	Sell	8,330 -95	-1%	-$3.81K	0.03%	360
2024 Q1	$328K	Sell	8,425 -2,900	-26%	-$103K	0.03%	380
2023 Q4	$394K	Sell	11,325 -11,553	-50%	-$405K	0.03%	374
2023 Q3	$771K	Buy	22,878 +198	+0.9%	+$6.76K	0.05%	279
2023 Q2	$740K	Buy	22,680 +847	+4%	+$25.4K	0.05%	282
2023 Q1	$652K	Sell	21,833 -416	-2%	-$12.9K	0.06%	291
2022 Q4	$732K	Buy	22,249 +381	+2%	+$12.4K	0.06%	250
2022 Q3	$627K	Hold	21,868	–	–	0.06%	273
2022 Q2	$682K	Sell	21,868 -17,645	-45%	-$609K	0.07%	230
2022 Q1	$1.32M	Sell	39,513 -1,200	-3%	-$36.7K	0.04%	175
2021 Q4	$1.06M	Buy	40,713 +510	+1%	+$14.1K	0.03%	217
2021 Q3	$1.04M	Buy	40,203 +95	+0.2%	+$2.39K	0.02%	279
2021 Q2	$1.06M	Hold	40,108	–	–	0.02%	280
2021 Q1	$950K	Hold	40,108	–	–	0.02%	286
2020 Q4	$804K	Buy	40,108 +1,200	+3%	+$24.3K	0.02%	276
2020 Q3	$765K	Hold	38,908	–	–	0.02%	259
2020 Q2	$740K	Sell	38,908 -980	-2%	-$18.2K	0.02%	258
2020 Q1	$565K	Buy	39,888 +1,105	+3%	+$21.4K	0.02%	252
2019 Q4	$920K	Sell	38,783 -1,807	-4%	-$41.4K	0.02%	239
2019 Q3	$976K	Buy	40,590 +910	+2%	+$22.9K	0.03%	237
2019 Q2	$1.11M	Hold	39,680	–	–	0.03%	227
2019 Q1	$1.14M	Buy	39,680 +183	+0.5%	+$4.91K	0.03%	229
2018 Q4	$871K	Buy	39,497 +897	+2%	+$22.4K	0.02%	234
2018 Q3	$1.05M	Buy	38,600 +26,100	+209%	+$757K	0.03%	231
2018 Q2	$339K	Hold	12,500	–	–	0.02%	206
2018 Q1	$311K	Hold	12,500	–	–	0.02%	214
2017 Q4	$381K	Hold	12,500	–	–	0.02%	189
2017 Q3	$375K	Sell	12,500 -5,800	-32%	-$176K	0.02%	190
2017 Q2	$554K	Hold	18,300	–	–	0.03%	151
2017 Q1	$541K	Hold	18,300	–	–	0.03%	149
2016 Q4	$570K	Hold	18,300	–	–	0.03%	134
2016 Q3	$562K	Hold	18,300	–	–	0.03%	136
2016 Q2	$396K	Hold	18,300	–	–	0.02%	184
2016 Q1	$294K	Hold	18,300	–	–	0.02%	221
2015 Q4	$470K	Hold	18,300	–	–	0.04%	143
2015 Q3	$674K	Hold	18,300	–	–	0.05%	99
2015 Q2	$1.05M	Hold	18,300	–	–	0.08%	60
2015 Q1	$926K	Hold	18,300	–	–	0.07%	70
2014 Q4	$822K	Hold	18,300	–	–	0.06%	99
2014 Q3	$1.01M	Hold	18,300	–	–	0.07%	68
2014 Q2	$1.06M	Hold	18,300	–	–	0.07%	65
2014 Q1	$743K	Sell	18,300 -150	-0.8%	-$6.08K	0.05%	96
2013 Q4	$711K	Buy	18,450 +900	+5%	+$32.4K	0.05%	107
2013 Q3	$638K	Hold	17,550	–	–	0.05%	107
2013 Q2	$570K	Buy	+17,550	New	+$632K	0.04%	116

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) 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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 National Bank Trust Division's WMB Position: Q2 2026 in Review

Moody National Bank Trust Division reduced its Williams Companies (WMB) stake by 2.5% in Q2 2026, selling an estimated $5.59K and leaving 3,010 shares worth $224K. The position accounts for 0.02% of the portfolio, ranked #472.

Moody National Bank Trust Division first reported a position in WMB in Q2 2013 and has held it in 47 quarters since. The position peaked at $1.32M in Q1 2022. 517 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Moody National Bank Trust Division held 3,010 shares of Williams Companies worth $224K as of Q2 2026.
Moody National Bank Trust Division sold 76 Williams Companies shares in Q2 2026, an estimated $5.59K.
Williams Companies made up 0.02% of Moody National Bank Trust Division's portfolio in Q2 2026, its #472 holding.
Moody National Bank Trust Division first reported a position in Williams Companies in Q2 2013 and has held it in 47 quarters since.
Moody National Bank Trust Division's Williams Companies position peaked at $1.32M in Q1 2022.
517 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Moody National Bank Trust Division's 13F filing for Q2 2026, filed 7 Jul 2026.