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 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 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

Facet Wealth Inc's WMB Position: Q1 2026 in Review

Facet Wealth Inc reduced its Williams Companies (WMB) stake by 0.15% in Q1 2026, selling an estimated $415 and leaving 4,090 shares worth $298K. The position accounts for 0.01% of the portfolio, ranked #260.

Facet Wealth Inc first reported a position in WMB in Q4 2025 and has held it in 2 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Facet Wealth Inc held 4,090 shares of Williams Companies worth $298K as of Q1 2026.
Facet Wealth Inc sold 6 Williams Companies shares in Q1 2026, an estimated $415.
Williams Companies made up 0.01% of Facet Wealth Inc's portfolio in Q1 2026, its #260 holding.
Facet Wealth Inc first reported a position in Williams Companies in Q4 2025 and has held it in 2 quarters since.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Facet Wealth Inc's 13F filing for Q1 2026, filed 7 May 2026.