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DecisionPoint Financial’s Williams Companies WMB Stock Holding History

DecisionPoint Financial’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 		$1.24K Sell
17
-16
-48% -$1.18K ﹤0.01% 403
2026
Q1 		$2.4K Hold
33
– – ﹤0.01% 268
2025
Q4 		$1.98K Hold
33
– – ﹤0.01% 334
2025
Q3 		$2.1K Hold
33
– – ﹤0.01% 234
2025
Q2 		$1.94K Buy
+33
New +$1.95K ﹤0.01% 236

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 $3.38T AUM 44.17% 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

DecisionPoint Financial's WMB Position: Q2 2026 in Review

DecisionPoint Financial reduced its Williams Companies (WMB) stake by 48% in Q2 2026, selling an estimated $1.18K and leaving 17 shares worth $1.24K. The position accounts for ﹤0.01% of the portfolio, ranked #403.

DecisionPoint Financial first reported a position in WMB in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.4K in Q1 2026. 1,835 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • DecisionPoint Financial held 17 shares of Williams Companies worth $1.24K as of Q2 2026.
  • DecisionPoint Financial sold 16 Williams Companies shares in Q2 2026, an estimated $1.18K.
  • Williams Companies made up ﹤0.01% of DecisionPoint Financial's portfolio in Q2 2026, its #403 holding.
  • DecisionPoint Financial first reported a position in Williams Companies in Q2 2025 and has held it in 5 quarters since.
  • DecisionPoint Financial's Williams Companies position peaked at $2.4K in Q1 2026.
  • 1,835 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on DecisionPoint Financial's 13F filing for Q2 2026, filed 5 Aug 2026.