Moors & Cabot’s Williams Companies WMB Stock Holding History

Moors & Cabot’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
2019 Q4	–	Sell	-600,000	Closed	-$144K	–	711
2019 Q3	$144K	Buy	+600,000	New	+$15.1M	0.02%	575

Other funds holding WMB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Moors & Cabot's WMB Position: Q2 2026 in Review

Moors & Cabot reduced its Williams Companies (WMB) stake by 0.3% in Q2 2026, selling an estimated $44.3K and leaving 201,609 shares worth $15M. The position accounts for 0.58% of the portfolio, ranked #35.

Moors & Cabot first reported a position in WMB in Q1 2014 and has held it in 50 quarters since. 1,833 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Moors & Cabot held 201,609 shares of Williams Companies worth $15M as of Q2 2026.
Moors & Cabot sold 602 Williams Companies shares in Q2 2026, an estimated $44.3K.
Williams Companies made up 0.58% of Moors & Cabot's portfolio in Q2 2026, its #35 holding.
Moors & Cabot first reported a position in Williams Companies in Q1 2014 and has held it in 50 quarters since.
1,833 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Moors & Cabot's 13F filing for Q2 2026, filed 10 Aug 2026.