Western Wealth Management’s Williams Companies WMB Stock Holding History

Western 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	$337K	Buy	4,535 +32	+0.7%	+$2.35K	0.01%	791
2026 Q1	$328K	Buy	4,503 +730	+19%	+$50.5K	0.01%	768
2025 Q4	$227K	Buy	3,773 +53	+1%	+$3.2K	0.01%	761
2025 Q3	$236K	Sell	3,720 -443	-11%	-$26K	0.01%	685
2025 Q2	$261K	Buy	4,163 +519	+14%	+$30.6K	0.02%	596
2025 Q1	$218K	Buy	+3,644	New	+$209K	0.01%	628
2022 Q4	–	Sell	-9,959	Closed	-$282K	–	804
2022 Q3	$282K	Buy	9,959 +2,564	+35%	+$83.5K	0.02%	651
2022 Q2	$231K	Sell	7,395 -551	-7%	-$19K	0.01%	696
2022 Q1	$265K	Buy	+7,946	New	+$243K	0.01%	712
2020 Q4	–	Sell	-21,947	Closed	-$431K	–	505
2020 Q3	$431K	Buy	+21,947	New	+$447K	0.07%	267

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

Western Wealth Management's WMB Position: Q2 2026 in Review

Western Wealth Management increased its Williams Companies (WMB) stake by 0.71% in Q2 2026, buying an estimated $2.35K and bringing the position to 4,535 shares worth $337K. The position accounts for 0.01% of the portfolio, ranked #791.

Western Wealth Management first reported a position in WMB in Q3 2020 and has held it in 10 quarters since. The position peaked at $431K in Q3 2020. 1,824 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Western Wealth Management held 4,535 shares of Williams Companies worth $337K as of Q2 2026.
Western Wealth Management bought 32 Williams Companies shares in Q2 2026, an estimated $2.35K.
Williams Companies made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #791 holding.
Western Wealth Management first reported a position in Williams Companies in Q3 2020 and has held it in 10 quarters since.
Western Wealth Management's Williams Companies position peaked at $431K in Q3 2020.
1,824 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.