Inspire Trust Company’s Williams Companies WMB Stock Holding History

Inspire Trust Company’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	$7.46M	Sell	102,500 -12,000	-10%	-$831K	1.15%	23
2025 Q4	$6.88M	Buy	114,500 +17,500	+18%	+$1.06M	1.13%	23
2025 Q3	$6.14M	Buy	97,000 +17,000	+21%	+$998K	1.12%	23
2025 Q2	$5.02M	Buy	80,000 +3,100	+4%	+$183K	1.04%	31
2025 Q1	$4.6M	Buy	76,900 +5,000	+7%	+$286K	1.09%	24
2024 Q4	$3.89M	Sell	71,900 -6,000	-8%	-$323K	0.99%	27
2024 Q3	$3.56M	Buy	77,900 +11,000	+16%	+$484K	0.98%	32
2024 Q2	$2.84M	Buy	66,900 +45,900	+219%	+$1.84M	0.94%	39
2024 Q1	$818K	Buy	+21,000	New	+$746K	0.46%	79

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

Inspire Trust Company's WMB Position: Q1 2026 in Review

Inspire Trust Company reduced its Williams Companies (WMB) stake by 10% in Q1 2026, selling an estimated $831K and leaving 102,500 shares worth $7.46M. The position accounts for 1.15% of the portfolio, ranked #23.

Inspire Trust Company first reported a position in WMB in Q1 2024 and has held it in 9 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Inspire Trust Company held 102,500 shares of Williams Companies worth $7.46M as of Q1 2026.
Inspire Trust Company sold 12,000 Williams Companies shares in Q1 2026, an estimated $831K.
Williams Companies made up 1.15% of Inspire Trust Company's portfolio in Q1 2026, its #23 holding.
Inspire Trust Company first reported a position in Williams Companies in Q1 2024 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 Inspire Trust Company's 13F filing for Q1 2026, filed 12 May 2026.