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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Defined Wealth Management's WMB Position: Q1 2026 in Review

Defined Wealth Management increased its Williams Companies (WMB) stake by 0.12% in Q1 2026, buying an estimated $762 and bringing the position to 8,974 shares worth $653K. The position accounts for 0.38% of the portfolio, ranked #62.

Defined Wealth Management first reported a position in WMB in Q1 2024 and has held it in 9 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Defined Wealth Management held 8,974 shares of Williams Companies worth $653K as of Q1 2026.
Defined Wealth Management bought 11 Williams Companies shares in Q1 2026, an estimated $762.
Williams Companies made up 0.38% of Defined Wealth Management's portfolio in Q1 2026, its #62 holding.
Defined Wealth Management first reported a position in Williams Companies in Q1 2024 and has held it in 9 quarters since.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Defined Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.