JSW
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Journey Strategic Wealth’s Williams Companies WMB Stock Holding History

Journey Strategic 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
Q1 		$788K Buy
10,825
+4,055
+60% +$281K 0.02% 235
2025
Q4 		$407K Buy
6,770
+1,184
+21% +$71.6K 0.01% 370
2025
Q3 		$354K Sell
5,586
-2,505
-31% -$147K 0.01% 405
2025
Q2 		$508K Buy
8,091
+1,732
+27% +$102K 0.02% 294
2025
Q1 		$380K Sell
6,359
-313
-5% -$17.9K 0.01% 286
2024
Q4 		$361K Sell
6,672
-53
-0.8% -$2.86K 0.01% 292
2024
Q3 		$307K Buy
6,725
+528
+9% +$23.2K 0.01% 327
2024
Q2 		$263K Buy
+6,197
New +$249K 0.01% 283
2023
Q1 		– Sell
-6,354
Closed -$209K – 287
2022
Q4 		$209K Buy
+6,354
New +$207K 0.02% 210

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

Journey Strategic Wealth's WMB Position: Q1 2026 in Review

Journey Strategic Wealth increased its Williams Companies (WMB) stake by 60% in Q1 2026, buying an estimated $281K and bringing the position to 10,825 shares worth $788K. The position accounts for 0.02% of the portfolio, ranked #235.

Journey Strategic Wealth first reported a position in WMB in Q4 2022 and has held it in 9 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Journey Strategic Wealth held 10,825 shares of Williams Companies worth $788K as of Q1 2026.
  • Journey Strategic Wealth bought 4,055 Williams Companies shares in Q1 2026, an estimated $281K.
  • Williams Companies made up 0.02% of Journey Strategic Wealth's portfolio in Q1 2026, its #235 holding.
  • Journey Strategic Wealth first reported a position in Williams Companies in Q4 2022 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 Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.