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Challenger Wealth Management’s Williams Companies WMB Stock Holding History

Challenger 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
Q2 		$514K Buy
6,914
+20
+0.3% +$1.47K 0.38% 43
2026
Q1 		$502K Sell
6,894
-324
-4% -$22.4K 0.4% 43
2025
Q4 		$434K Sell
7,218
-405
-5% -$24.5K 0.33% 46
2025
Q3 		$483K Sell
7,623
-641
-8% -$37.6K 0.38% 45
2025
Q2 		$519K Sell
8,264
-125
-1% -$7.38K 0.36% 46
2025
Q1 		$501K Buy
8,389
+15
+0.2% +$859 0.4% 46
2024
Q4 		$453K Buy
+8,374
New +$451K 0.39% 50

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 $3.37T AUM 44.26% 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

Challenger Wealth Management's WMB Position: Q2 2026 in Review

Challenger Wealth Management increased its Williams Companies (WMB) stake by 0.29% in Q2 2026, buying an estimated $1.47K and bringing the position to 6,914 shares worth $514K. The position accounts for 0.38% of the portfolio, ranked #43.

Challenger Wealth Management first reported a position in WMB in Q4 2024 and has held it in 7 quarters since. The position peaked at $519K in Q2 2025. 1,831 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Challenger Wealth Management held 6,914 shares of Williams Companies worth $514K as of Q2 2026.
  • Challenger Wealth Management bought 20 Williams Companies shares in Q2 2026, an estimated $1.47K.
  • Williams Companies made up 0.38% of Challenger Wealth Management's portfolio in Q2 2026, its #43 holding.
  • Challenger Wealth Management first reported a position in Williams Companies in Q4 2024 and has held it in 7 quarters since.
  • Challenger Wealth Management's Williams Companies position peaked at $519K in Q2 2025.
  • 1,831 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Challenger Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.