MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV WMB WILLIAMS COS INC

Ownership history in MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV  ·  3 quarters on record

AI Ownership Summary

MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV reported WILLIAMS COS INC (WMB) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 2.2% in 2026 Q2. The latest visible filing shows WMB at 2.20% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this WMB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV's position in WILLIAMS COS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

WMB was reported at 2.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.2% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV held WMB — position size vs. price
% of Fund (quarterly)    WMB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 33,071 -282 -0.8% 2.20% $2.5M 2026-07-28 $70.16
2026 Q1 REDUCED 33,353 -881 -2.6% 2.12% $2.4M 2026-05-01 $74.99
2025 Q4 INITIATED 34,234 1.68% $2.1M 2026-01-22 $62.80

FAQ About MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV and WMB

These are the practical questions this page is built to answer before you even open the full history table.

How long has MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV reported owning WMB?

MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV reported WMB across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported WMB position in MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV's portfolio?

The largest reported portfolio weight for WMB was 2.20% in 2026 Q2.

What is the latest reported WMB position on this page?

The most recent filing on this page is 2026 Q2, when MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV reported 33,071 shares, equal to 2.20% of portfolio, with an estimated market value of $2.5M.

What does the chart on this WMB ownership page compare?

The chart compares MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV's quarterly WMB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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