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Smith, Moore & Co’s Williams Companies WMB Stock Holding History

Smith, Moore & Co’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 		$224K Buy
3,009
+158
+6% +$11.6K 0.01% 537
2026
Q1 		$208K Buy
+2,851
New +$197K 0.02% 528
2025
Q4 		– Sell
-3,465
Closed -$220K – 559
2025
Q3 		$220K Sell
3,465
-4,252
-55% -$250K 0.02% 484
2025
Q2 		$485K Sell
7,717
-286
-4% -$16.9K 0.04% 304
2025
Q1 		$478K Sell
8,003
-81
-1% -$4.64K 0.04% 295
2024
Q4 		$438K Sell
8,084
-5,390
-40% -$290K 0.04% 305
2024
Q3 		$615K Buy
13,474
+4,896
+57% +$215K 0.06% 258
2024
Q2 		$365K Buy
8,578
+4
+0% +$160 0.04% 316
2024
Q1 		$334K Buy
8,574
+455
+6% +$16.2K 0.04% 332
2023
Q4 		$283K Buy
8,119
+625
+8% +$21.9K 0.03% 336
2023
Q3 		$252K Sell
7,494
-400
-5% -$13.7K 0.03% 327
2023
Q2 		$258K Buy
7,894
+248
+3% +$7.44K 0.03% 334
2023
Q1 		$228K Buy
7,646
+677
+10% +$20.9K 0.03% 347
2022
Q4 		$229K Buy
+6,969
New +$227K 0.03% 339

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

Smith, Moore & Co's WMB Position: Q2 2026 in Review

Smith, Moore & Co increased its Williams Companies (WMB) stake by 5.5% in Q2 2026, buying an estimated $11.6K and bringing the position to 3,009 shares worth $224K. The position accounts for 0.01% of the portfolio, ranked #537.

Smith, Moore & Co first reported a position in WMB in Q4 2022 and has held it in 14 quarters since. The position peaked at $615K in Q3 2024. 1,826 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Smith, Moore & Co held 3,009 shares of Williams Companies worth $224K as of Q2 2026.
  • Smith, Moore & Co bought 158 Williams Companies shares in Q2 2026, an estimated $11.6K.
  • Williams Companies made up 0.01% of Smith, Moore & Co's portfolio in Q2 2026, its #537 holding.
  • Smith, Moore & Co first reported a position in Williams Companies in Q4 2022 and has held it in 14 quarters since.
  • Smith, Moore & Co's Williams Companies position peaked at $615K in Q3 2024.
  • 1,826 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Smith, Moore & Co's 13F filing for Q2 2026, filed 12 Aug 2026.