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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
Q2 		$319K Sell
4,291
-617
-13% -$45.4K 0.02% 319
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 $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

Diversified Enterprises's WMB Position: Q2 2026 in Review

Diversified Enterprises reduced its Williams Companies (WMB) stake by 13% in Q2 2026, selling an estimated $45.4K and leaving 4,291 shares worth $319K. The position accounts for 0.02% of the portfolio, ranked #319.

Diversified Enterprises first reported a position in WMB in Q1 2025 and has held it in 6 quarters since. The position peaked at $394K in Q4 2025. 1,831 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Diversified Enterprises held 4,291 shares of Williams Companies worth $319K as of Q2 2026.
  • Diversified Enterprises sold 617 Williams Companies shares in Q2 2026, an estimated $45.4K.
  • Williams Companies made up 0.02% of Diversified Enterprises's portfolio in Q2 2026, its #319 holding.
  • Diversified Enterprises first reported a position in Williams Companies in Q1 2025 and has held it in 6 quarters since.
  • Diversified Enterprises's Williams Companies position peaked at $394K in Q4 2025.
  • 1,831 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Diversified Enterprises's 13F filing for Q2 2026, filed 31 Jul 2026.