Mosley Wealth Management’s Williams Companies WMB Stock Holding History

Mosley 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	$537K	Sell	7,224 -12,701	-64%	-$935K	0.17%	90
2026 Q1	$1.26M	Buy	19,925 +169	+0.9%	+$11.7K	0.57%	40
2025 Q4	$1.25M	Buy	+19,756	New	+$1.19M	0.57%	41
2024 Q4	$1.03M	Buy	18,540 +451	+2%	+$24.3K	0.64%	34
2024 Q3	$941K	Buy	18,089 +1,318	+8%	+$57.9K	0.64%	30
2024 Q2	$713K	Buy	16,771 +4,815	+40%	+$193K	0.61%	34
2024 Q1	$466K	Sell	11,956 -250	-2%	-$8.88K	0.44%	50
2023 Q4	$425K	Buy	+12,206	New	+$428K	0.42%	53

Other funds holding WMB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

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

Mosley Wealth Management reduced its Williams Companies (WMB) stake by 64% in Q2 2026, selling an estimated $935K and leaving 7,224 shares worth $537K. The position accounts for 0.17% of the portfolio, ranked #90.

Mosley Wealth Management first reported a position in WMB in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.26M in Q1 2026. 1,058 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Mosley Wealth Management held 7,224 shares of Williams Companies worth $537K as of Q2 2026.
Mosley Wealth Management sold 12,701 Williams Companies shares in Q2 2026, an estimated $935K.
Williams Companies made up 0.17% of Mosley Wealth Management's portfolio in Q2 2026, its #90 holding.
Mosley Wealth Management first reported a position in Williams Companies in Q4 2023 and has held it in 8 quarters since.
Mosley Wealth Management's Williams Companies position peaked at $1.26M in Q1 2026.
1,058 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.