Commonwealth Retirement Investments’s Williams Companies WMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$37.2K Buy
+500
New +$36.8K 0.01% 202
2026
Q1
Sell
-500
Closed -$30.1K 411
2025
Q4
$30.1K Buy
+500
New +$30.2K 0.01% 212

Other funds holding WMB

Commonwealth Retirement Investments's WMB Position: Q2 2026 in Review

Commonwealth Retirement Investments opened a new position in Williams Companies (WMB) in Q2 2026: 500 shares worth $37.2K. The stake represents 0.01% of the portfolio and ranks #202 among its holdings. This is a return to the name: Commonwealth Retirement Investments previously reported a position in WMB as recently as Q4 2025.

Commonwealth Retirement Investments first reported a position in WMB in Q4 2025 and has held it in 2 quarters since. 1,820 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Commonwealth Retirement Investments held 500 shares of Williams Companies worth $37.2K as of Q2 2026.
  • Williams Companies was a new Commonwealth Retirement Investments position in Q2 2026.
  • Williams Companies made up 0.01% of Commonwealth Retirement Investments's portfolio in Q2 2026, its #202 holding.
  • Commonwealth Retirement Investments first reported a position in Williams Companies in Q4 2025 and has held it in 2 quarters since.
  • 1,820 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q2 2026, filed 3 Aug 2026.