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Mosaic Family Wealth Partners’s Williams Companies WMB Stock Holding History

Mosaic Family Wealth Partners’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 		$448K Buy
6,149
+412
+7% +$28.5K 0.05% 189
2025
Q4 		$345K Hold
5,737
– – 0.04% 180
2025
Q3 		$367K Buy
5,737
+20
+0.3% +$1.17K 0.04% 167
2025
Q2 		$359K Sell
5,717
-148
-3% -$8.74K 0.05% 160
2025
Q1 		$351K Sell
5,865
-1,134
-16% -$64.9K 0.05% 155
2024
Q4 		$379K Sell
6,999
-163
-2% -$8.78K 0.05% 145
2024
Q3 		$327K Buy
7,162
+170
+2% +$7.47K 0.05% 157
2024
Q2 		$297K Buy
6,992
+4
+0.1% +$160 0.05% 152
2024
Q1 		$272K Buy
6,988
+4
+0.1% +$142 0.04% 173
2023
Q4 		$243K Buy
6,984
+5
+0.1% +$175 0.04% 168
2023
Q3 		$235K Buy
6,979
+4
+0.1% +$137 0.05% 162
2023
Q2 		$228K Buy
6,975
+3
+0% +$90 0.04% 167
2023
Q1 		$208K Buy
6,972
+8
+0.1% +$247 0.04% 177
2022
Q4 		$229K Buy
+6,964
New +$227K 0.06% 165

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

Mosaic Family Wealth Partners's WMB Position: Q1 2026 in Review

Mosaic Family Wealth Partners increased its Williams Companies (WMB) stake by 7.2% in Q1 2026, buying an estimated $28.5K and bringing the position to 6,149 shares worth $448K. The position accounts for 0.05% of the portfolio, ranked #189.

Mosaic Family Wealth Partners first reported a position in WMB in Q4 2022 and has held it in 14 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Mosaic Family Wealth Partners held 6,149 shares of Williams Companies worth $448K as of Q1 2026.
  • Mosaic Family Wealth Partners bought 412 Williams Companies shares in Q1 2026, an estimated $28.5K.
  • Williams Companies made up 0.05% of Mosaic Family Wealth Partners's portfolio in Q1 2026, its #189 holding.
  • Mosaic Family Wealth Partners first reported a position in Williams Companies in Q4 2022 and has held it in 14 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.