Superior Planning, LLC’s Williams Companies WMB Stock Holding History

Superior Planning, LLC’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 Q3	$34.7K	Buy	+510	New	+$37.1K	0.01%	486

Other funds holding WMB

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Superior Planning, LLC's WMB Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Williams Companies (WMB) in Q3 2026: 510 shares worth $34.7K. The stake represents 0.01% of the portfolio and ranks #486 among its holdings.

1,315 funds tracked by Wall St. Rank hold WMB as of Q3 2026.

Superior Planning, LLC held 510 shares of Williams Companies worth $34.7K as of Q3 2026.
Williams Companies was a new Superior Planning, LLC position in Q3 2026.
Williams Companies made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #486 holding.
1,315 funds tracked by Wall St. Rank held Williams Companies as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.