Freedom Day Solutions’s Williams Companies WMB Stock Holding History

Freedom Day Solutions’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	$3.92M	Sell	53,917 -785	-1%	-$54.4K	1.05%	22
2025 Q4	$3.29M	Buy	54,702 +826	+2%	+$49.9K	0.89%	32
2025 Q3	$3.41M	Sell	53,876 -350	-0.6%	-$20.5K	0.93%	29
2025 Q2	$3.41M	Buy	54,226 +35,902	+196%	+$2.12M	1.01%	20
2025 Q1	$1.09M	Sell	18,324 -1,322	-7%	-$75.7K	0.34%	68
2024 Q4	$1.06M	Buy	19,646 +591	+3%	+$31.8K	0.32%	71
2024 Q3	$870K	Buy	19,055 +384	+2%	+$16.9K	0.27%	74
2024 Q2	$794K	Buy	18,671 +10,300	+123%	+$413K	0.27%	72
2024 Q1	$326K	Sell	8,371 -372	-4%	-$13.2K	0.12%	85
2023 Q4	$304K	Buy	8,743 +450	+5%	+$15.8K	0.12%	86
2023 Q3	$279K	Sell	8,293 -181	-2%	-$6.18K	0.12%	87
2023 Q2	$276K	Buy	8,474 +49	+0.6%	+$1.47K	0.12%	88
2023 Q1	$252K	Sell	8,425 -437	-5%	-$13.5K	0.12%	91
2022 Q4	$292K	Buy	8,862 +934	+12%	+$30.4K	0.15%	93
2022 Q3	$227K	Sell	7,928 -1,029	-11%	-$33.5K	0.12%	96
2022 Q2	$280K	Buy	+8,957	New	+$309K	0.14%	97

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

Freedom Day Solutions's WMB Position: Q1 2026 in Review

Freedom Day Solutions reduced its Williams Companies (WMB) stake by 1.4% in Q1 2026, selling an estimated $54.4K and leaving 53,917 shares worth $3.92M. The position accounts for 1.05% of the portfolio, ranked #22.

Freedom Day Solutions first reported a position in WMB in Q2 2022 and has held it in 16 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Freedom Day Solutions held 53,917 shares of Williams Companies worth $3.92M as of Q1 2026.
Freedom Day Solutions sold 785 Williams Companies shares in Q1 2026, an estimated $54.4K.
Williams Companies made up 1.05% of Freedom Day Solutions's portfolio in Q1 2026, its #22 holding.
Freedom Day Solutions first reported a position in Williams Companies in Q2 2022 and has held it in 16 quarters since.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Freedom Day Solutions's 13F filing for Q1 2026, filed 5 May 2026.