NIM
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NEOS Investment Management’s Williams Companies WMB Stock Holding History

NEOS 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
Q2 		$79.3M Buy
1,066,577
+270,948
+34% +$19.9M 0.29% 57
2026
Q1 		$57.9M Buy
795,629
+572,917
+257% +$39.7M 0.29% 59
2025
Q4 		$13.4M Buy
222,712
+57,243
+35% +$3.46M 0.08% 192
2025
Q3 		$10.5M Buy
165,469
+51,633
+45% +$3.03M 0.08% 196
2025
Q2 		$7.15M Buy
113,836
+23,397
+26% +$1.38M 0.09% 196
2025
Q1 		$5.4M Buy
90,439
+17,535
+24% +$1M 0.1% 189
2024
Q4 		$3.95M Buy
72,904
+17,420
+31% +$939K 0.09% 200
2024
Q3 		$2.53M Buy
55,484
+11,368
+26% +$500K 0.08% 233
2024
Q2 		$1.87M Buy
44,116
+13,944
+46% +$559K 0.08% 225
2024
Q1 		$1.18M Buy
30,172
+12,867
+74% +$457K 0.07% 231
2023
Q4 		$603K Buy
17,305
+4,632
+37% +$163K 0.06% 251
2023
Q3 		$427K Buy
+12,673
New +$432K 0.05% 225

Other funds holding WMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

NEOS Investment Management's WMB Position: Q2 2026 in Review

NEOS Investment Management increased its Williams Companies (WMB) stake by 34% in Q2 2026, buying an estimated $19.9M and bringing the position to 1,066,577 shares worth $79.3M. The position accounts for 0.29% of the portfolio, ranked #57.

NEOS Investment Management first reported a position in WMB in Q3 2023 and has held it in 12 quarters since. 1,827 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • NEOS Investment Management held 1,066,577 shares of Williams Companies worth $79.3M as of Q2 2026.
  • NEOS Investment Management bought 270,948 Williams Companies shares in Q2 2026, an estimated $19.9M.
  • Williams Companies made up 0.29% of NEOS Investment Management's portfolio in Q2 2026, its #57 holding.
  • NEOS Investment Management first reported a position in Williams Companies in Q3 2023 and has held it in 12 quarters since.
  • 1,827 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.