Equitable Trust’s Williams Companies WMB Stock Holding History

Equitable Trust’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	$431K	Sell	5,926 -1,054	-15%	-$73K	0.02%	350
2025 Q4	$420K	Hold	6,980	–	–	0.02%	344
2025 Q3	$442K	Hold	6,980	–	–	0.02%	334
2025 Q2	$438K	Sell	6,980 -3,048	-30%	-$180K	0.02%	326
2025 Q1	$599K	Hold	10,028	–	–	0.03%	280
2024 Q4	$543K	Buy	10,028 +213	+2%	+$11.5K	0.03%	303
2024 Q3	$448K	Hold	9,815	–	–	0.03%	333
2024 Q2	$417K	Sell	9,815 -307	-3%	-$12.3K	0.03%	331
2024 Q1	$394K	Buy	10,122 +2,865	+39%	+$102K	0.03%	337
2023 Q4	$253K	Hold	7,257	–	–	0.02%	376
2023 Q3	$244K	Buy	7,257 +815	+13%	+$27.8K	0.02%	372
2023 Q2	$210K	Buy	+6,442	New	+$193K	0.02%	386
2022 Q2	–	Sell	-6,000	Closed	-$200K	–	426
2022 Q1	$200K	Buy	+6,000	New	+$183K	0.01%	388

Other funds holding WMB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Equitable Trust's WMB Position: Q1 2026 in Review

Equitable Trust reduced its Williams Companies (WMB) stake by 15% in Q1 2026, selling an estimated $73K and leaving 5,926 shares worth $431K. The position accounts for 0.02% of the portfolio, ranked #350.

Equitable Trust first reported a position in WMB in Q1 2022 and has held it in 13 quarters since. The position peaked at $599K in Q1 2025. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Equitable Trust held 5,926 shares of Williams Companies worth $431K as of Q1 2026.
Equitable Trust sold 1,054 Williams Companies shares in Q1 2026, an estimated $73K.
Williams Companies made up 0.02% of Equitable Trust's portfolio in Q1 2026, its #350 holding.
Equitable Trust first reported a position in Williams Companies in Q1 2022 and has held it in 13 quarters since.
Equitable Trust's Williams Companies position peaked at $599K in Q1 2025.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Equitable Trust's 13F filing for Q1 2026, filed 30 Apr 2026.