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Tower View Wealth Management’s Williams Companies WMB Stock Holding History

Tower View 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 		$7.23K Hold
97
– – ﹤0.01% 165
2026
Q1 		$7.03K Buy
97
+1
+1% +$69 ﹤0.01% 159
2025
Q4 		$5.76K Buy
96
+1
+1% +$60 ﹤0.01% 152
2025
Q3 		$6.02K Buy
95
+1
+1% +$59 ﹤0.01% 148
2025
Q2 		$5.92K Hold
94
– – ﹤0.01% 163
2025
Q1 		$5.59K Buy
94
+1
+1% +$57 ﹤0.01% 151
2024
Q4 		$5.02K Buy
93
+1
+1% +$54 ﹤0.01% 155
2024
Q3 		$4.2K Hold
92
– – ﹤0.01% 166
2024
Q2 		$3.91K Hold
92
– – ﹤0.01% 162
2024
Q1 		$3.59K Hold
92
– – ﹤0.01% 174
2023
Q4 		$3K Buy
+92
New +$3.23K ﹤0.01% 167

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

Tower View Wealth Management's WMB Position: Q2 2026 in Review

Tower View Wealth Management held its Williams Companies (WMB) position steady in Q2 2026 at 97 shares worth $7.23K. The position accounts for ﹤0.01% of the portfolio, ranked #165.

Tower View Wealth Management first reported a position in WMB in Q4 2023 and has held it in 11 quarters since. 1,820 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Tower View Wealth Management held 97 shares of Williams Companies worth $7.23K as of Q2 2026.
  • Tower View Wealth Management left its Williams Companies share count unchanged in Q2 2026.
  • Williams Companies made up ﹤0.01% of Tower View Wealth Management's portfolio in Q2 2026, its #165 holding.
  • Tower View Wealth Management first reported a position in Williams Companies in Q4 2023 and has held it in 11 quarters since.
  • 1,820 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Tower View Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.