Action Point Financial Planning’s Williams Companies WMB Stock Holding History

Action Point Financial Planning’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	$57.5K	Buy	+777	New	+$57.2K	0.01%	774

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

Action Point Financial Planning's WMB Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Williams Companies (WMB) in Q2 2026: 777 shares worth $57.5K. The stake represents 0.01% of the portfolio and ranks #774 among its holdings.

1,824 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Action Point Financial Planning held 777 shares of Williams Companies worth $57.5K as of Q2 2026.
Williams Companies was a new Action Point Financial Planning position in Q2 2026.
Williams Companies made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #774 holding.
1,824 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.