Deseret Mutual Benefit Administrators’s Williams Companies WMB Stock Holding History

Deseret Mutual Benefit Administrators’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	$170K	Buy	2,339 +1,016	+77%	+$70.3K	0.06%	230
2025 Q4	$79.5K	Hold	1,323	–	–	0.03%	246
2025 Q3	$83.8K	Sell	1,323 -129	-9%	-$7.57K	0.04%	240
2025 Q2	$91.2K	Hold	1,452	–	–	0.04%	228
2025 Q1	$86.8K	Sell	1,452 -118	-8%	-$6.75K	0.04%	226
2024 Q4	$85K	Sell	1,570 -26	-2%	-$1.4K	0.04%	227
2024 Q3	$72.9K	Hold	1,596	–	–	0.04%	248
2024 Q2	$67.8K	Hold	1,596	–	–	0.03%	250
2024 Q1	$62.2K	Hold	1,596	–	–	0.03%	255
2023 Q4	$55.6K	Sell	1,596 -473	-23%	-$16.6K	0.03%	256
2023 Q3	$69.7K	Sell	2,069 -311	-13%	-$10.6K	0.03%	244
2023 Q2	$77.7K	Hold	2,380	–	–	0.03%	249
2023 Q1	$71.1K	Sell	2,380 -38	-2%	-$1.17K	0.03%	258
2022 Q4	$79.6K	Sell	2,418 -2,027	-46%	-$66K	0.03%	250
2022 Q3	$127K	Sell	4,445 -1,504	-25%	-$49K	0.04%	252
2022 Q2	$186K	Sell	5,949 -341	-5%	-$11.8K	0.04%	238
2022 Q1	$210K	Sell	6,290 -1,480	-19%	-$45.2K	0.04%	239
2021 Q4	$202K	Hold	7,770	–	–	0.03%	268
2021 Q3	$202K	Sell	7,770 -2,014	-21%	-$50.7K	0.04%	255
2021 Q2	$260K	Buy	+9,784	New	+$251K	0.06%	157

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

Deseret Mutual Benefit Administrators's WMB Position: Q1 2026 in Review

Deseret Mutual Benefit Administrators increased its Williams Companies (WMB) stake by 77% in Q1 2026, buying an estimated $70.3K and bringing the position to 2,339 shares worth $170K. The position accounts for 0.06% of the portfolio, ranked #230.

Deseret Mutual Benefit Administrators first reported a position in WMB in Q2 2021 and has held it in 20 quarters since. The position peaked at $260K in Q2 2021. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Deseret Mutual Benefit Administrators held 2,339 shares of Williams Companies worth $170K as of Q1 2026.
Deseret Mutual Benefit Administrators bought 1,016 Williams Companies shares in Q1 2026, an estimated $70.3K.
Williams Companies made up 0.06% of Deseret Mutual Benefit Administrators's portfolio in Q1 2026, its #230 holding.
Deseret Mutual Benefit Administrators first reported a position in Williams Companies in Q2 2021 and has held it in 20 quarters since.
Deseret Mutual Benefit Administrators's Williams Companies position peaked at $260K in Q2 2021.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Deseret Mutual Benefit Administrators's 13F filing for Q1 2026, filed 8 May 2026.