COMPASS FINANCIAL MANAGEMENT LLC’s Williams Companies WMB Stock Holding History

COMPASS FINANCIAL MANAGEMENT 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	$60.9K	Buy	+851	New	+$62.6K	0.01%	650

Other funds holding WMB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's WMB Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Williams Companies (WMB) in Q2 2026: 851 shares worth $60.9K. The stake represents 0.01% of the portfolio and ranks #650 among its holdings.

1,462 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 851 shares of Williams Companies worth $60.9K as of Q2 2026.
Williams Companies was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Williams Companies made up 0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #650 holding.
1,462 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.