Betterment LLC
WMB icon

Betterment LLC’s Williams Companies WMB Stock Holding History

Betterment 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
Q2 		$370K Buy
4,977
+498
+11% +$36.6K ﹤0.01% 542
2026
Q1 		$326K Sell
4,479
-287
-6% -$19.9K ﹤0.01% 517
2025
Q4 		$286K Buy
4,766
+154
+3% +$9.31K ﹤0.01% 506
2025
Q3 		$292K Buy
+4,612
New +$271K ﹤0.01% 460

Other funds holding WMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Betterment LLC's WMB Position: Q2 2026 in Review

Betterment LLC increased its Williams Companies (WMB) stake by 11% in Q2 2026, buying an estimated $36.6K and bringing the position to 4,977 shares worth $370K. The position accounts for ﹤0.01% of the portfolio, ranked #542.

Betterment LLC first reported a position in WMB in Q3 2025 and has held it in 4 quarters since. 1,835 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Betterment LLC held 4,977 shares of Williams Companies worth $370K as of Q2 2026.
  • Betterment LLC bought 498 Williams Companies shares in Q2 2026, an estimated $36.6K.
  • Williams Companies made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #542 holding.
  • Betterment LLC first reported a position in Williams Companies in Q3 2025 and has held it in 4 quarters since.
  • 1,835 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.