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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Moors & Cabot's WMB Position: Q1 2026 in Review

Moors & Cabot reduced its Williams Companies (WMB) stake by 0.84% in Q1 2026, selling an estimated $119K and leaving 202,211 shares worth $14.7M. The position accounts for 0.63% of the portfolio, ranked #32.

Moors & Cabot first reported a position in WMB in Q1 2014 and has held it in 49 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Moors & Cabot held 202,211 shares of Williams Companies worth $14.7M as of Q1 2026.
Moors & Cabot sold 1,712 Williams Companies shares in Q1 2026, an estimated $119K.
Williams Companies made up 0.63% of Moors & Cabot's portfolio in Q1 2026, its #32 holding.
Moors & Cabot first reported a position in Williams Companies in Q1 2014 and has held it in 49 quarters since.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Moors & Cabot's 13F filing for Q1 2026, filed 8 May 2026.