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Journey Retirement Planning & Investment Management’s Williams Companies WMB Stock Holding History

Journey Retirement Planning & Investment Management’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 		$277K Sell
3,732
-24
-0.6% -$1.77K 0.22% 117
2026
Q1 		$273K Sell
3,756
-9,040
-71% -$626K 0.24% 110
2025
Q4 		$769K Buy
+12,796
New +$774K 0.16% 123

Other funds holding WMB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Journey Retirement Planning & Investment Management's WMB Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management reduced its Williams Companies (WMB) stake by 0.64% in Q2 2026, selling an estimated $1.77K and leaving 3,732 shares worth $277K. The position accounts for 0.22% of the portfolio, ranked #117.

Journey Retirement Planning & Investment Management first reported a position in WMB in Q4 2025 and has held it in 3 quarters since. The position peaked at $769K in Q4 2025. 803 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 3,732 shares of Williams Companies worth $277K as of Q2 2026.
  • Journey Retirement Planning & Investment Management sold 24 Williams Companies shares in Q2 2026, an estimated $1.77K.
  • Williams Companies made up 0.22% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #117 holding.
  • Journey Retirement Planning & Investment Management first reported a position in Williams Companies in Q4 2025 and has held it in 3 quarters since.
  • Journey Retirement Planning & Investment Management's Williams Companies position peaked at $769K in Q4 2025.
  • 803 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.