DWM
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Diversify Wealth Management’s Williams Companies WMB Stock Holding History

Diversify 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 		$3.93M Buy
53,599
+44,528
+491% +$3.08M 0.07% 238
2025
Q4 		$549K Sell
9,071
-71
-0.8% -$4.29K 0.03% 420
2025
Q3 		$540K Sell
9,142
-686
-7% -$40.3K 0.03% 362
2025
Q2 		$568K Sell
9,828
-455
-4% -$26.9K 0.04% 352
2025
Q1 		$614K Sell
10,283
-1,797
-15% -$103K 0.05% 318
2024
Q4 		$671K Sell
12,080
-3,284
-21% -$177K 0.05% 290
2024
Q3 		$803K Sell
15,364
-6,357
-29% -$279K 0.08% 223
2024
Q2 		$896K Buy
+21,721
New +$871K 0.11% 176

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

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

Diversify Wealth Management increased its Williams Companies (WMB) stake by 491% in Q1 2026, buying an estimated $3.08M and bringing the position to 53,599 shares worth $3.93M. The position accounts for 0.07% of the portfolio, ranked #238.

Diversify Wealth Management first reported a position in WMB in Q2 2024 and has held it in 8 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Diversify Wealth Management held 53,599 shares of Williams Companies worth $3.93M as of Q1 2026.
  • Diversify Wealth Management bought 44,528 Williams Companies shares in Q1 2026, an estimated $3.08M.
  • Williams Companies made up 0.07% of Diversify Wealth Management's portfolio in Q1 2026, its #238 holding.
  • Diversify Wealth Management first reported a position in Williams Companies in Q2 2024 and has held it in 8 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.