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Mowery & Schoenfeld Wealth Management’s Williams Companies WMB Stock Holding History

Mowery & Schoenfeld 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 		$144K Hold
1,942
– – 0.2% 76
2026
Q1 		$141K Hold
1,942
– – 0.22% 74
2025
Q4 		$117K Hold
1,942
– – 0.17% 81
2025
Q3 		$123K Sell
1,942
-81
-4% -$4.75K 0.21% 70
2025
Q2 		$127K Hold
2,023
– – 0.19% 63
2025
Q1 		$121K Hold
2,023
– – 0.24% 68
2024
Q4 		$109K Buy
2,023
+650
+47% +$35K 0.21% 65
2024
Q3 		$62.7K Hold
1,373
– – 0.1% 85
2024
Q2 		$58.4K Buy
+1,373
New +$55.1K 0.08% 89

Other funds holding WMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's WMB Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Williams Companies (WMB) position steady in Q2 2026 at 1,942 shares worth $144K. The position accounts for 0.2% of the portfolio, ranked #76.

Mowery & Schoenfeld Wealth Management first reported a position in WMB in Q2 2024 and has held it in 9 quarters since. 1,168 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 1,942 shares of Williams Companies worth $144K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its Williams Companies share count unchanged in Q2 2026.
  • Williams Companies made up 0.2% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #76 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Williams Companies in Q2 2024 and has held it in 9 quarters since.
  • 1,168 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.