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BWM Planning’s Williams Companies WMB Stock Holding History

BWM Planning’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 		– Sell
-4,349
Closed -$261K – 98
2025
Q4 		$261K Sell
4,349
-41
-0.9% -$2.48K 0.07% 78
2025
Q3 		$278K Buy
4,390
+234
+6% +$13.7K 0.08% 75
2025
Q2 		$261K Buy
4,156
+249
+6% +$14.7K 0.09% 68
2025
Q1 		$234K Buy
3,907
+36
+0.9% +$2.06K 0.1% 72
2024
Q4 		$210K Buy
+3,871
New +$209K 0.09% 74

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

BWM Planning's WMB Position: Q1 2026 in Review

BWM Planning sold out of Williams Companies (WMB) in Q1 2026, closing a stake of 4,349 shares — an estimated $261K sold.

BWM Planning first reported a position in WMB in Q4 2024 and held it in 5 quarters. The position peaked at $278K in Q3 2025. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • BWM Planning reported no remaining Williams Companies position as of Q1 2026 after selling out during the quarter.
  • BWM Planning sold 4,349 Williams Companies shares in Q1 2026, an estimated $261K.
  • BWM Planning first reported a position in Williams Companies in Q4 2024 and held it in 5 quarters.
  • BWM Planning's Williams Companies position peaked at $278K in Q3 2025.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on BWM Planning's 13F filing for Q1 2026, filed 22 Apr 2026.