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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
Q2 		$329K Sell
4,420
-1,506
-25% -$111K 0.01% 383
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
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

Equitable Trust's WMB Position: Q2 2026 in Review

Equitable Trust reduced its Williams Companies (WMB) stake by 25% in Q2 2026, selling an estimated $111K and leaving 4,420 shares worth $329K. The position accounts for 0.01% of the portfolio, ranked #383.

Equitable Trust first reported a position in WMB in Q1 2022 and has held it in 14 quarters since. The position peaked at $599K in Q1 2025. 1,830 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Equitable Trust held 4,420 shares of Williams Companies worth $329K as of Q2 2026.
  • Equitable Trust sold 1,506 Williams Companies shares in Q2 2026, an estimated $111K.
  • Williams Companies made up 0.01% of Equitable Trust's portfolio in Q2 2026, its #383 holding.
  • Equitable Trust first reported a position in Williams Companies in Q1 2022 and has held it in 14 quarters since.
  • Equitable Trust's Williams Companies position peaked at $599K in Q1 2025.
  • 1,830 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Equitable Trust's 13F filing for Q2 2026, filed 23 Jul 2026.