Moseley Investment Management’s Williams Companies WMB Stock Holding History

Moseley Investment 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	$599K	Hold	8,225	–	–	0.19%	80
2025 Q4	$494K	Hold	8,225	–	–	0.15%	94
2025 Q3	$521K	Hold	8,225	–	–	0.16%	94
2025 Q2	$517K	Hold	8,225	–	–	0.18%	91
2025 Q1	$492K	Hold	8,225	–	–	0.19%	91
2024 Q4	$445K	Hold	8,225	–	–	0.17%	99
2024 Q3	$375K	Hold	8,225	–	–	0.15%	105
2024 Q2	$350K	Hold	8,225	–	–	0.16%	101
2024 Q1	$321K	Hold	8,225	–	–	0.16%	108
2023 Q4	$286K	Sell	8,225 -619	-7%	-$21.7K	0.16%	116
2023 Q3	$298K	Buy	8,844 +8	+0.1%	+$273	0.18%	106
2023 Q2	$288K	Sell	8,836 -554	-6%	-$16.6K	0.17%	109
2023 Q1	$280K	Buy	9,390 +202	+2%	+$6.24K	0.18%	112
2022 Q4	$302K	Sell	9,188 -1,783	-16%	-$58K	0.22%	104
2022 Q3	$314K	Sell	10,971 -4,200	-28%	-$137K	0.23%	99
2022 Q2	$473K	Buy	+15,171	New	+$524K	0.33%	84

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

Moseley Investment Management's WMB Position: Q1 2026 in Review

Moseley Investment Management held its Williams Companies (WMB) position steady in Q1 2026 at 8,225 shares worth $599K. The position accounts for 0.19% of the portfolio, ranked #80.

Moseley Investment Management first reported a position in WMB in Q2 2022 and has held it in 16 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Moseley Investment Management held 8,225 shares of Williams Companies worth $599K as of Q1 2026.
Moseley Investment Management left its Williams Companies share count unchanged in Q1 2026.
Williams Companies made up 0.19% of Moseley Investment Management's portfolio in Q1 2026, its #80 holding.
Moseley Investment Management first reported a position in Williams Companies in Q2 2022 and has held it in 16 quarters since.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Moseley Investment Management's 13F filing for Q1 2026, filed 21 Apr 2026.