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 Q2	$425K	Hold	5,715	–	–	0.17%	94
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Alpha Family Trust's WMB Position: Q2 2026 in Review

Alpha Family Trust held its Williams Companies (WMB) position steady in Q2 2026 at 5,715 shares worth $425K. The position accounts for 0.17% of the portfolio, ranked #94.

Alpha Family Trust first reported a position in WMB in Q1 2024 and has held it in 10 quarters since. 1,835 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Alpha Family Trust held 5,715 shares of Williams Companies worth $425K as of Q2 2026.
Alpha Family Trust left its Williams Companies share count unchanged in Q2 2026.
Williams Companies made up 0.17% of Alpha Family Trust's portfolio in Q2 2026, its #94 holding.
Alpha Family Trust first reported a position in Williams Companies in Q1 2024 and has held it in 10 quarters since.
1,835 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Alpha Family Trust's 13F filing for Q2 2026, filed 10 Aug 2026.