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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Moran Wealth Management's WMB Position: Q1 2026 in Review

Moran Wealth Management opened a new position in Williams Companies (WMB) in Q1 2026: 166,496 shares worth $12.1M. The stake represents 0.37% of the portfolio and ranks #85 among its holdings. This is a return to the name: Moran Wealth Management previously reported a position in WMB as recently as Q2 2023.

Moran Wealth Management first reported a position in WMB in Q4 2022 and has held it in 4 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Moran Wealth Management held 166,496 shares of Williams Companies worth $12.1M as of Q1 2026.
  • Williams Companies was a new Moran Wealth Management position in Q1 2026.
  • Williams Companies made up 0.37% of Moran Wealth Management's portfolio in Q1 2026, its #85 holding.
  • Moran Wealth Management first reported a position in Williams Companies in Q4 2022 and has held it in 4 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.