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Game Plan Financial Advisors’s Williams Companies WMB Stock Holding History

Game Plan Financial 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 		$8.15K Hold
112
– – ﹤0.01% 214
2025
Q4 		$6.73K Hold
112
– – ﹤0.01% 224
2025
Q3 		$7.09K Hold
112
– – ﹤0.01% 231
2025
Q2 		$7.04K Hold
112
– – ﹤0.01% 234
2025
Q1 		$6.69K Hold
112
– – ﹤0.01% 238
2024
Q4 		$6.07K Hold
112
– – ﹤0.01% 251
2024
Q3 		$5.11K Buy
+112
New +$4.92K ﹤0.01% 274
2024
Q2 		– Sell
-112
Closed -$4.37K – 424
2024
Q1 		$4.37K Hold
112
– – ﹤0.01% 313
2023
Q4 		$3.9K Buy
+112
New +$3.93K ﹤0.01% 307

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

Game Plan Financial Advisors's WMB Position: Q1 2026 in Review

Game Plan Financial Advisors held its Williams Companies (WMB) position steady in Q1 2026 at 112 shares worth $8.15K. The position accounts for ﹤0.01% of the portfolio, ranked #214.

Game Plan Financial Advisors first reported a position in WMB in Q4 2023 and has held it in 9 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Game Plan Financial Advisors held 112 shares of Williams Companies worth $8.15K as of Q1 2026.
  • Game Plan Financial Advisors left its Williams Companies share count unchanged in Q1 2026.
  • Williams Companies made up ﹤0.01% of Game Plan Financial Advisors's portfolio in Q1 2026, its #214 holding.
  • Game Plan Financial Advisors first reported a position in Williams Companies in Q4 2023 and has held it in 9 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Game Plan Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.