Financial Engines Advisors
WMB icon

Financial Engines Advisors’s Williams Companies WMB Stock Holding History

Financial Engines Advisors’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 		$211K Sell
2,903
-1,036
-26% -$71.7K ﹤0.01% 512
2025
Q4 		$237K Buy
3,939
+263
+7% +$15.9K ﹤0.01% 504
2025
Q3 		$233K Buy
3,676
+374
+11% +$21.9K ﹤0.01% 509
2025
Q2 		$207K Buy
+3,302
New +$195K ﹤0.01% 503

Other funds holding WMB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors's WMB Position: Q1 2026 in Review

Financial Engines Advisors reduced its Williams Companies (WMB) stake by 26% in Q1 2026, selling an estimated $71.7K and leaving 2,903 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #512.

Financial Engines Advisors first reported a position in WMB in Q2 2025 and has held it in 4 quarters since. The position peaked at $237K in Q4 2025. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Financial Engines Advisors held 2,903 shares of Williams Companies worth $211K as of Q1 2026.
  • Financial Engines Advisors sold 1,036 Williams Companies shares in Q1 2026, an estimated $71.7K.
  • Williams Companies made up ﹤0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #512 holding.
  • Financial Engines Advisors first reported a position in Williams Companies in Q2 2025 and has held it in 4 quarters since.
  • Financial Engines Advisors's Williams Companies position peaked at $237K in Q4 2025.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.