Alpha Family Trust’s Williams Companies WMB Stock Holding History

Alpha Family Trust’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 Q1	$416K	Hold	5,715	–	–	0.2%	87
2025 Q4	$344K	Hold	5,715	–	–	0.16%	115
2025 Q3	$362K	Hold	5,715	–	–	0.17%	109
2025 Q2	$359K	Hold	5,715	–	–	0.18%	108
2025 Q1	$342K	Hold	5,715	–	–	0.2%	100
2024 Q4	$309K	Hold	5,715	–	–	0.17%	101
2024 Q3	$261K	Hold	5,715	–	–	0.15%	124
2024 Q2	$243K	Hold	5,715	–	–	0.14%	123
2024 Q1	$223K	Buy	+5,715	New	+$203K	0.13%	133

Other funds holding WMB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Alpha Family Trust's WMB Position: Q1 2026 in Review

Alpha Family Trust held its Williams Companies (WMB) position steady in Q1 2026 at 5,715 shares worth $416K. The position accounts for 0.2% of the portfolio, ranked #87.

Alpha Family Trust first reported a position in WMB in Q1 2024 and has held it in 9 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Alpha Family Trust held 5,715 shares of Williams Companies worth $416K as of Q1 2026.
Alpha Family Trust left its Williams Companies share count unchanged in Q1 2026.
Williams Companies made up 0.2% of Alpha Family Trust's portfolio in Q1 2026, its #87 holding.
Alpha Family Trust first reported a position in Williams Companies in Q1 2024 and has held it in 9 quarters since.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Alpha Family Trust's 13F filing for Q1 2026, filed 13 May 2026.