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Fourth Dimension Wealth’s Williams Companies WMB Stock Holding History

Fourth Dimension Wealth’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 		$175K Hold
2,350
– – 0.06% 163
2026
Q1 		$171K Hold
2,350
– – 0.06% 147
2025
Q4 		$141K Hold
2,350
– – 0.05% 156
2025
Q3 		$149K Hold
2,350
– – 0.06% 148
2025
Q2 		$148K Sell
2,350
-250
-10% -$14.8K 0.06% 151
2025
Q1 		$155K Hold
2,600
– – 0.08% 121
2024
Q4 		$141K Buy
+2,600
New +$140K 0.07% 125

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

Fourth Dimension Wealth's WMB Position: Q2 2026 in Review

Fourth Dimension Wealth held its Williams Companies (WMB) position steady in Q2 2026 at 2,350 shares worth $175K. The position accounts for 0.06% of the portfolio, ranked #163.

Fourth Dimension Wealth first reported a position in WMB in Q4 2024 and has held it in 7 quarters since. 1,820 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Fourth Dimension Wealth held 2,350 shares of Williams Companies worth $175K as of Q2 2026.
  • Fourth Dimension Wealth left its Williams Companies share count unchanged in Q2 2026.
  • Williams Companies made up 0.06% of Fourth Dimension Wealth's portfolio in Q2 2026, its #163 holding.
  • Fourth Dimension Wealth first reported a position in Williams Companies in Q4 2024 and has held it in 7 quarters since.
  • 1,820 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.