Estate Planners Group’s Williams Companies WMB Stock Holding History

Estate Planners Group’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	–	Sell	-358	Closed	-$21.5K	–	420
2025 Q4	$21.5K	Buy	+358	New	+$21.6K	0.01%	203

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 $3.37T AUM 44.26% 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

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

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

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

Estate Planners Group's WMB Position: Q1 2026 in Review

Estate Planners Group sold out of Williams Companies (WMB) in Q1 2026, closing a stake of 358 shares — an estimated $21.5K sold.

Estate Planners Group first reported a position in WMB in Q4 2025 and held it in 1 quarter. The position peaked at $21.5K in Q4 2025. 1,819 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Estate Planners Group reported no remaining Williams Companies position as of Q1 2026 after selling out during the quarter.
Estate Planners Group sold 358 Williams Companies shares in Q1 2026, an estimated $21.5K.
Estate Planners Group first reported a position in Williams Companies in Q4 2025 and held it in 1 quarter.
Estate Planners Group's Williams Companies position peaked at $21.5K in Q4 2025.
1,819 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.