DWM
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Defined Wealth Management’s Williams Companies WMB Stock Holding History

Defined 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 		$669K Buy
8,994
+20
+0.2% +$1.47K 0.34% 69
2026
Q1 		$653K Buy
8,974
+11
+0.1% +$762 0.38% 62
2025
Q4 		$539K Buy
8,963
+18
+0.2% +$1.09K 0.31% 71
2025
Q3 		$567K Sell
8,945
-4
-0% -$235 0.33% 70
2025
Q2 		$562K Buy
8,949
+87
+1% +$5.14K 0.35% 59
2025
Q1 		$530K Sell
8,862
-5
-0.1% -$286 0.36% 60
2024
Q4 		$480K Buy
8,867
+37
+0.4% +$1.99K 0.32% 68
2024
Q3 		$403K Buy
8,830
+147
+2% +$6.46K 0.26% 84
2024
Q2 		$369K Buy
8,683
+50
+0.6% +$2.01K 0.26% 86
2024
Q1 		$336K Buy
+8,633
New +$307K 0.24% 89

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

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

Defined Wealth Management increased its Williams Companies (WMB) stake by 0.22% in Q2 2026, buying an estimated $1.47K and bringing the position to 8,994 shares worth $669K. The position accounts for 0.34% of the portfolio, ranked #69.

Defined Wealth Management first reported a position in WMB in Q1 2024 and has held it in 10 quarters since. 1,830 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Defined Wealth Management held 8,994 shares of Williams Companies worth $669K as of Q2 2026.
  • Defined Wealth Management bought 20 Williams Companies shares in Q2 2026, an estimated $1.47K.
  • Williams Companies made up 0.34% of Defined Wealth Management's portfolio in Q2 2026, its #69 holding.
  • Defined Wealth Management first reported a position in Williams Companies in Q1 2024 and has held it in 10 quarters since.
  • 1,830 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Defined Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.