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 Q2	$3.52M	Sell	49,777 -3,822	-7%	-$281K	0.06%	268
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Diversify Wealth Management's WMB Position: Q2 2026 in Review

Diversify Wealth Management reduced its Williams Companies (WMB) stake by 7.1% in Q2 2026, selling an estimated $281K and leaving 49,777 shares worth $3.52M. The position accounts for 0.06% of the portfolio, ranked #268.

Diversify Wealth Management first reported a position in WMB in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.93M in Q1 2026. 1,835 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Diversify Wealth Management held 49,777 shares of Williams Companies worth $3.52M as of Q2 2026.
Diversify Wealth Management sold 3,822 Williams Companies shares in Q2 2026, an estimated $281K.
Williams Companies made up 0.06% of Diversify Wealth Management's portfolio in Q2 2026, its #268 holding.
Diversify Wealth Management first reported a position in Williams Companies in Q2 2024 and has held it in 9 quarters since.
Diversify Wealth Management's Williams Companies position peaked at $3.93M in Q1 2026.
1,835 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.