Moss Adams Wealth Advisors’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
Other funds holding WMB
Moss Adams Wealth Advisors's WMB Position: Q2 2026 in Review
Moss Adams Wealth Advisors reduced its Williams Companies (WMB) stake by 3.5% in Q2 2026, selling an estimated $11.7K and leaving 4,375 shares worth $325K. The position accounts for 0.02% of the portfolio, ranked #214.
Moss Adams Wealth Advisors first reported a position in WMB in Q2 2025 and has held it in 5 quarters since. The position peaked at $330K in Q1 2026. 1,833 funds tracked by Wall St. Rank hold WMB as of Q2 2026.
- Moss Adams Wealth Advisors held 4,375 shares of Williams Companies worth $325K as of Q2 2026.
- Moss Adams Wealth Advisors sold 159 Williams Companies shares in Q2 2026, an estimated $11.7K.
- Williams Companies made up 0.02% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #214 holding.
- Moss Adams Wealth Advisors first reported a position in Williams Companies in Q2 2025 and has held it in 5 quarters since.
- Moss Adams Wealth Advisors's Williams Companies position peaked at $330K in Q1 2026.
- 1,833 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.
Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.