ZWJ Investment Counsel’s Williams Companies WMB Stock Holding History

ZWJ Investment Counsel’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	$225K	Buy	3,024 +15	+0.5%	+$1.1K	0.01%	266
2026 Q1	$219K	Buy	+3,009	New	+$208K	0.01%	226
2024 Q3	–	Sell	-5,223	Closed	-$222K	–	251
2024 Q2	$222K	Buy	+5,223	New	+$210K	0.01%	208
2020 Q1	–	Sell	-8,527	Closed	-$202K	–	220
2019 Q4	$202K	Buy	+8,527	New	+$195K	0.01%	211
2018 Q1	–	Sell	-11,080	Closed	-$338K	–	277
2017 Q4	$338K	Hold	11,080	–	–	0.03%	217
2017 Q3	$333K	Hold	11,080	–	–	0.03%	203
2017 Q2	$336K	Sell	11,080 -20	-0.2%	-$596	0.03%	216
2017 Q1	$328K	Buy	+11,100	New	+$321K	0.03%	233

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

ZWJ Investment Counsel's WMB Position: Q2 2026 in Review

ZWJ Investment Counsel increased its Williams Companies (WMB) stake by 0.5% in Q2 2026, buying an estimated $1.1K and bringing the position to 3,024 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #266.

ZWJ Investment Counsel first reported a position in WMB in Q1 2017 and has held it in 8 quarters since. The position peaked at $338K in Q4 2017. 1,821 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

ZWJ Investment Counsel held 3,024 shares of Williams Companies worth $225K as of Q2 2026.
ZWJ Investment Counsel bought 15 Williams Companies shares in Q2 2026, an estimated $1.1K.
Williams Companies made up 0.01% of ZWJ Investment Counsel's portfolio in Q2 2026, its #266 holding.
ZWJ Investment Counsel first reported a position in Williams Companies in Q1 2017 and has held it in 8 quarters since.
ZWJ Investment Counsel's Williams Companies position peaked at $338K in Q4 2017.
1,821 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on ZWJ Investment Counsel's 13F filing for Q2 2026, filed 16 Jul 2026.