MWM
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Moran Wealth Management’s Williams Companies WMB Stock Holding History

Moran Wealth Management’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 		$11.9M Sell
159,843
-6,653
-4% -$490K 0.32% 105
2026
Q1 		$12.1M Buy
+166,496
New +$11.5M 0.37% 85
2023
Q3 		– Sell
-113,429
Closed -$3.7M – 435
2023
Q2 		$3.7M Sell
113,429
-26,815
-19% -$805K 0.14% 182
2023
Q1 		$4.19M Sell
140,244
-13,053
-9% -$403K 0.16% 174
2022
Q4 		$5.04M Buy
+153,297
New +$4.99M 0.19% 148

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 $3.37T AUM 44.26% 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

Moran Wealth Management's WMB Position: Q2 2026 in Review

Moran Wealth Management reduced its Williams Companies (WMB) stake by 4% in Q2 2026, selling an estimated $490K and leaving 159,843 shares worth $11.9M. The position accounts for 0.32% of the portfolio, ranked #105.

Moran Wealth Management first reported a position in WMB in Q4 2022 and has held it in 5 quarters since. The position peaked at $12.1M in Q1 2026. 1,830 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Moran Wealth Management held 159,843 shares of Williams Companies worth $11.9M as of Q2 2026.
  • Moran Wealth Management sold 6,653 Williams Companies shares in Q2 2026, an estimated $490K.
  • Williams Companies made up 0.32% of Moran Wealth Management's portfolio in Q2 2026, its #105 holding.
  • Moran Wealth Management first reported a position in Williams Companies in Q4 2022 and has held it in 5 quarters since.
  • Moran Wealth Management's Williams Companies position peaked at $12.1M in Q1 2026.
  • 1,830 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.