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Berger Financial Group’s Williams Companies WMB Stock Holding History

Berger Financial Group’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 		$837K Buy
11,495
+1
+0% +$69 0.05% 222
2025
Q4 		$691K Buy
11,494
+19
+0.2% +$1.15K 0.04% 252
2025
Q3 		$727K Buy
11,475
+83
+0.7% +$4.87K 0.04% 242
2025
Q2 		$716K Buy
11,392
+236
+2% +$13.9K 0.05% 224
2025
Q1 		$667K Buy
11,156
+670
+6% +$38.4K 0.05% 224
2024
Q4 		$568K Hold
10,486
– – 0.04% 240
2024
Q3 		$479K Buy
+10,486
New +$461K 0.03% 238

Other funds holding WMB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Berger Financial Group's WMB Position: Q1 2026 in Review

Berger Financial Group increased its Williams Companies (WMB) stake by 0.01% in Q1 2026, buying an estimated $69 and bringing the position to 11,495 shares worth $837K. The position accounts for 0.05% of the portfolio, ranked #222.

Berger Financial Group first reported a position in WMB in Q3 2024 and has held it in 7 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Berger Financial Group held 11,495 shares of Williams Companies worth $837K as of Q1 2026.
  • Berger Financial Group bought 1 Williams Companies share in Q1 2026, an estimated $69.
  • Williams Companies made up 0.05% of Berger Financial Group's portfolio in Q1 2026, its #222 holding.
  • Berger Financial Group first reported a position in Williams Companies in Q3 2024 and has held it in 7 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.