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Diversified Enterprises’s Williams Companies WMB Stock Holding History

Diversified Enterprises’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 		$357K Sell
4,908
-1,652
-25% -$114K 0.02% 288
2025
Q4 		$394K Buy
6,560
+2,510
+62% +$152K 0.02% 251
2025
Q3 		$257K Sell
4,050
-34
-0.8% -$2K 0.02% 267
2025
Q2 		$257K Buy
4,084
+39
+1% +$2.3K 0.02% 254
2025
Q1 		$242K Buy
+4,045
New +$232K 0.02% 268

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

Diversified Enterprises's WMB Position: Q1 2026 in Review

Diversified Enterprises reduced its Williams Companies (WMB) stake by 25% in Q1 2026, selling an estimated $114K and leaving 4,908 shares worth $357K. The position accounts for 0.02% of the portfolio, ranked #288.

Diversified Enterprises first reported a position in WMB in Q1 2025 and has held it in 5 quarters since. The position peaked at $394K in Q4 2025. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Diversified Enterprises held 4,908 shares of Williams Companies worth $357K as of Q1 2026.
  • Diversified Enterprises sold 1,652 Williams Companies shares in Q1 2026, an estimated $114K.
  • Williams Companies made up 0.02% of Diversified Enterprises's portfolio in Q1 2026, its #288 holding.
  • Diversified Enterprises first reported a position in Williams Companies in Q1 2025 and has held it in 5 quarters since.
  • Diversified Enterprises's Williams Companies position peaked at $394K in Q4 2025.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Diversified Enterprises's 13F filing for Q1 2026, filed 15 May 2026.