Wagner Wealth Management (South Carolina)’s Williams Companies WMB Stock Holding History

Wagner Wealth Management (South Carolina)’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	-4,175	Closed	-$304K	–	300
2026 Q1	$304K	Sell	4,175 -452	-10%	-$31.3K	0.06%	109
2025 Q4	$278K	Sell	4,627 -592	-11%	-$35.8K	0.06%	109
2025 Q3	$331K	Sell	5,219 -814	-13%	-$47.8K	0.08%	92
2025 Q2	$379K	Buy	+6,033	New	+$356K	0.09%	86
2022 Q3	–	Sell	-37	Closed	-$1K	–	779
2022 Q2	$1K	Buy	+37	New	+$1.28K	﹤0.01%	685
2022 Q1	–	Sell	-4,300	Closed	-$112K	–	655
2021 Q4	$112K	Hold	4,300	–	–	0.09%	174
2021 Q3	$121K	Hold	4,300	–	–	0.1%	156
2021 Q2	$114K	Sell	4,300 -425	-9%	-$10.9K	0.08%	171
2021 Q1	$112K	Buy	+4,725	New	+$107K	0.09%	156
2018 Q3	$3K	Hold	100	–	–	﹤0.01%	533
2018 Q2	$3K	Buy	+100	New	+$2.64K	﹤0.01%	499

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

Wagner Wealth Management (South Carolina)'s WMB Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) sold out of Williams Companies (WMB) in Q2 2026, closing a stake of 4,175 shares — an estimated $304K sold.

Wagner Wealth Management (South Carolina) first reported a position in WMB in Q2 2018 and held it in 11 quarters. The position peaked at $379K in Q2 2025. 1,820 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Wagner Wealth Management (South Carolina) reported no remaining Williams Companies position as of Q2 2026 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 4,175 Williams Companies shares in Q2 2026, an estimated $304K.
Wagner Wealth Management (South Carolina) first reported a position in Williams Companies in Q2 2018 and held it in 11 quarters.
Wagner Wealth Management (South Carolina)'s Williams Companies position peaked at $379K in Q2 2025.
1,820 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.