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Facet Wealth Inc’s Williams Companies WMB Stock Holding History

Facet Wealth Inc’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 		$367K Buy
4,932
+842
+21% +$62K 0.01% 268
2026
Q1 		$298K Sell
4,090
-6
-0.1% -$415 0.01% 260
2025
Q4 		$274K Buy
+4,096
New +$248K ﹤0.01% 232

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

Facet Wealth Inc's WMB Position: Q2 2026 in Review

Facet Wealth Inc increased its Williams Companies (WMB) stake by 21% in Q2 2026, buying an estimated $62K and bringing the position to 4,932 shares worth $367K. The position accounts for 0.01% of the portfolio, ranked #268.

Facet Wealth Inc first reported a position in WMB in Q4 2025 and has held it in 3 quarters since. 1,830 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Facet Wealth Inc held 4,932 shares of Williams Companies worth $367K as of Q2 2026.
  • Facet Wealth Inc bought 842 Williams Companies shares in Q2 2026, an estimated $62K.
  • Williams Companies made up 0.01% of Facet Wealth Inc's portfolio in Q2 2026, its #268 holding.
  • Facet Wealth Inc first reported a position in Williams Companies in Q4 2025 and has held it in 3 quarters since.
  • 1,830 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Facet Wealth Inc's 13F filing for Q2 2026, filed 27 Jul 2026.