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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
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 $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

DecisionPoint Financial's WMB Position: Q1 2026 in Review

DecisionPoint Financial held its Williams Companies (WMB) position steady in Q1 2026 at 33 shares worth $2.4K. The position accounts for ﹤0.01% of the portfolio, ranked #268.

DecisionPoint Financial first reported a position in WMB in Q2 2025 and has held it in 4 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • DecisionPoint Financial held 33 shares of Williams Companies worth $2.4K as of Q1 2026.
  • DecisionPoint Financial left its Williams Companies share count unchanged in Q1 2026.
  • Williams Companies made up ﹤0.01% of DecisionPoint Financial's portfolio in Q1 2026, its #268 holding.
  • DecisionPoint Financial first reported a position in Williams Companies in Q2 2025 and has held it in 4 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on DecisionPoint Financial's 13F filing for Q1 2026, filed 6 May 2026.