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Occidental Asset Management’s Williams Companies WMB Stock Holding History

Occidental Asset 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 		– Sell
-1,500
Closed -$29.6K – 346
2026
Q1 		$29.6K Hold
1,500
– – ﹤0.01% 283
2025
Q4 		$13.5K Hold
1,500
– – ﹤0.01% 293
2025
Q3 		$18.4K Hold
1,500
– – ﹤0.01% 273
2025
Q2 		$18.2K Buy
+1,500
New +$88.6K ﹤0.01% 262

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

Occidental Asset Management's WMB Position: Q2 2026 in Review

Occidental Asset Management increased its Williams Companies (WMB) stake by 0.19% in Q2 2026, buying an estimated $662 and bringing the position to 4,703 shares worth $350K. The position accounts for 0.03% of the portfolio, ranked #229.

Occidental Asset Management first reported a position in WMB in Q1 2020 and has held it in 21 quarters since. The position peaked at $4.99M in Q4 2024. 1,830 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Occidental Asset Management held 4,703 shares of Williams Companies worth $350K as of Q2 2026.
  • Occidental Asset Management bought 9 Williams Companies shares in Q2 2026, an estimated $662.
  • Williams Companies made up 0.03% of Occidental Asset Management's portfolio in Q2 2026, its #229 holding.
  • Occidental Asset Management first reported a position in Williams Companies in Q1 2020 and has held it in 21 quarters since.
  • Occidental Asset Management's Williams Companies position peaked at $4.99M in Q4 2024.
  • 1,830 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Occidental Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.