TD Capital Management’s Williams Companies WMB Stock Holding History

TD Capital 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	$223K	Hold	3,000	–	–	0.02%	133
2026 Q1	$218K	Hold	3,000	–	–	0.02%	129
2025 Q4	$180K	Hold	3,000	–	–	0.02%	134
2025 Q3	$190K	Hold	3,000	–	–	0.02%	128
2025 Q2	$188K	Hold	3,000	–	–	0.02%	124
2025 Q1	$179K	Hold	3,000	–	–	0.02%	117
2024 Q4	$162K	Hold	3,000	–	–	0.02%	121
2024 Q3	$137K	Hold	3,000	–	–	0.01%	133
2024 Q2	$128K	Sell	3,000 -329	-10%	-$13.2K	0.01%	128
2024 Q1	$130K	Buy	3,329 +329	+11%	+$11.7K	0.01%	129
2023 Q4	$104K	Hold	3,000	–	–	0.01%	137
2023 Q3	$101K	Hold	3,000	–	–	0.01%	127
2023 Q2	$97.9K	Hold	3,000	–	–	0.01%	132
2023 Q1	$89.6K	Hold	3,000	–	–	0.01%	132
2022 Q4	$98.7K	Buy	3,000 +500	+20%	+$16.3K	0.01%	124
2022 Q3	$72K	Buy	+2,500	New	+$81.4K	0.01%	134
2022 Q1	–	Sell	-1,800	Closed	-$47K	–	345
2021 Q4	$47K	Buy	1,800 +870	+94%	+$24K	0.01%	166
2021 Q3	$24K	Hold	930	–	–	﹤0.01%	194
2021 Q2	$25K	Buy	+930	New	+$23.8K	﹤0.01%	187
2017 Q4	–	Sell	-400	Closed	-$12K	–	268
2017 Q3	$12K	Buy	+400	New	+$12.2K	﹤0.01%	125

Other funds holding WMB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TD Capital Management's WMB Position: Q2 2026 in Review

TD Capital Management held its Williams Companies (WMB) position steady in Q2 2026 at 3,000 shares worth $223K. The position accounts for 0.02% of the portfolio, ranked #133.

TD Capital Management first reported a position in WMB in Q3 2017 and has held it in 20 quarters since. 1,830 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

TD Capital Management held 3,000 shares of Williams Companies worth $223K as of Q2 2026.
TD Capital Management left its Williams Companies share count unchanged in Q2 2026.
Williams Companies made up 0.02% of TD Capital Management's portfolio in Q2 2026, its #133 holding.
TD Capital Management first reported a position in Williams Companies in Q3 2017 and has held it in 20 quarters since.
1,830 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on TD Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.