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Kerr Financial Planning’s Williams Companies WMB Stock Holding History

Kerr Financial Planning’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 		$16.2K Buy
219
+1
+0.5% +$74 0.02% 312
2026
Q1 		$15.9K Sell
218
-162
-43% -$11.2K 0.01% 305
2025
Q4 		$25.7K Buy
380
+1
+0.3% +$60 0.03% 249
2025
Q3 		$22.9K Buy
+379
New +$22.2K 0.03% 252

Other funds holding WMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Kerr Financial Planning's WMB Position: Q2 2026 in Review

Kerr Financial Planning increased its Williams Companies (WMB) stake by 0.46% in Q2 2026, buying an estimated $74 and bringing the position to 219 shares worth $16.2K. The position accounts for 0.02% of the portfolio, ranked #312.

Kerr Financial Planning first reported a position in WMB in Q3 2025 and has held it in 4 quarters since. The position peaked at $25.7K in Q4 2025. 1,827 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Kerr Financial Planning held 219 shares of Williams Companies worth $16.2K as of Q2 2026.
  • Kerr Financial Planning bought 1 Williams Companies share in Q2 2026, an estimated $74.
  • Williams Companies made up 0.02% of Kerr Financial Planning's portfolio in Q2 2026, its #312 holding.
  • Kerr Financial Planning first reported a position in Williams Companies in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's Williams Companies position peaked at $25.7K in Q4 2025.
  • 1,827 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.