Birchcreek Wealth Management’s Williams Companies WMB Stock Holding History

Birchcreek Wealth Management’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	$589K	Hold	8,090	–	–	0.28%	61
2025 Q4	$486K	Hold	8,090	–	–	0.24%	65
2025 Q3	$513K	Hold	8,090	–	–	0.26%	65
2025 Q2	$508K	Hold	8,090	–	–	0.29%	63
2025 Q1	$483K	Hold	8,090	–	–	0.31%	59
2024 Q4	$438K	Hold	8,090	–	–	0.28%	73
2024 Q3	$369K	Hold	8,090	–	–	0.24%	79
2024 Q2	$344K	Hold	8,090	–	–	0.19%	103
2024 Q1	$315K	Hold	8,090	–	–	0.17%	112
2023 Q4	$282K	Hold	8,090	–	–	0.17%	106
2023 Q3	$273K	Hold	8,090	–	–	0.18%	111
2023 Q2	$264K	Hold	8,090	–	–	0.18%	112
2023 Q1	$242K	Sell	8,090 -734	-8%	-$22.7K	0.19%	112
2022 Q4	$290K	Hold	8,824	–	–	0.26%	98
2022 Q3	$253K	Hold	8,824	–	–	0.23%	99
2022 Q2	$275K	Buy	8,824 +734	+9%	+$25.3K	0.25%	93
2022 Q1	$270K	Hold	8,090	–	–	0.24%	88
2021 Q4	$211K	Hold	8,090	–	–	0.18%	110
2021 Q3	$210K	Hold	8,090	–	–	0.2%	114
2021 Q2	$215K	Buy	+8,090	New	+$207K	0.21%	109
2021 Q1	–	Sell	-8,090	Closed	-$162K	–	300
2020 Q4	$162K	Buy	+8,090	New	+$164K	0.16%	112

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

Birchcreek Wealth Management's WMB Position: Q1 2026 in Review

Birchcreek Wealth Management held its Williams Companies (WMB) position steady in Q1 2026 at 8,090 shares worth $589K. The position accounts for 0.28% of the portfolio, ranked #61.

Birchcreek Wealth Management first reported a position in WMB in Q4 2020 and has held it in 21 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Birchcreek Wealth Management held 8,090 shares of Williams Companies worth $589K as of Q1 2026.
Birchcreek Wealth Management left its Williams Companies share count unchanged in Q1 2026.
Williams Companies made up 0.28% of Birchcreek Wealth Management's portfolio in Q1 2026, its #61 holding.
Birchcreek Wealth Management first reported a position in Williams Companies in Q4 2020 and has held it in 21 quarters since.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Birchcreek Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.