DI
WMB icon

Disciplined Investments’s Williams Companies WMB Stock Holding History

Disciplined Investments’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 		$558K Sell
7,510
-31
-0.4% -$2.28K 0.18% 86
2026
Q1 		$549K Buy
7,541
+3,747
+99% +$259K 0.2% 82
2025
Q4 		$228K Sell
3,794
-5
-0.1% -$302 0.09% 115
2025
Q3 		$241K Buy
3,799
+254
+7% +$14.9K 0.1% 113
2025
Q2 		$223K Buy
3,545
+8
+0.2% +$472 0.09% 115
2025
Q1 		$211K Buy
+3,537
New +$202K 0.1% 121
2023
Q3 		– Sell
-3,349
Closed -$109K – 1557
2023
Q2 		$109K Buy
3,349
+5
+0.1% +$150 0.06% 140
2023
Q1 		$99.9K Buy
3,344
+397
+13% +$12.3K 0.04% 167
2022
Q4 		$97K Sell
2,947
-1,503
-34% -$48.9K 0.05% 144
2022
Q3 		$127K Buy
4,450
+120
+3% +$3.91K 0.06% 142
2022
Q2 		$135K Buy
4,330
+23
+0.5% +$794 0.06% 140
2022
Q1 		$144K Buy
4,307
+128
+3% +$3.91K 0.06% 142
2021
Q4 		$109K Buy
4,179
+61
+1% +$1.69K 0.05% 150
2021
Q3 		$107K Buy
4,118
+2
+0% +$50 0.05% 144
2021
Q2 		$109K Buy
4,116
+3,178
+339% +$81.4K 0.06% 139
2021
Q1 		$22K Sell
938
-1,385
-60% -$31.5K 0.01% 228
2020
Q4 		$47K Sell
2,323
-128
-5% -$2.6K 0.03% 158
2020
Q3 		$48K Buy
2,451
+133
+6% +$2.71K 0.04% 162
2020
Q2 		$44K Buy
2,318
+2
+0.1% +$37 0.03% 173
2020
Q1 		$33K Buy
2,316
+3
+0.1% +$58 0.03% 187
2019
Q4 		$55K Buy
+2,313
New +$53K 0.05% 159

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

Disciplined Investments's WMB Position: Q2 2026 in Review

Disciplined Investments reduced its Williams Companies (WMB) stake by 0.41% in Q2 2026, selling an estimated $2.28K and leaving 7,510 shares worth $558K. The position accounts for 0.18% of the portfolio, ranked #86.

Disciplined Investments first reported a position in WMB in Q4 2019 and has held it in 21 quarters since. 1,830 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Disciplined Investments held 7,510 shares of Williams Companies worth $558K as of Q2 2026.
  • Disciplined Investments sold 31 Williams Companies shares in Q2 2026, an estimated $2.28K.
  • Williams Companies made up 0.18% of Disciplined Investments's portfolio in Q2 2026, its #86 holding.
  • Disciplined Investments first reported a position in Williams Companies in Q4 2019 and has held it in 21 quarters since.
  • 1,830 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Disciplined Investments's 13F filing for Q2 2026, filed 7 Aug 2026.