Litman Gregory Wealth Management’s Williams Companies WMB Stock Holding History

Litman Gregory Wealth 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
2025 Q4	$3.01K	Buy	+50	New	+$3.02K	﹤0.01%	296

Other funds holding WMB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Litman Gregory Wealth Management's WMB Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in Williams Companies (WMB) in Q4 2025: 50 shares worth $3.01K. The stake represents ﹤0.01% of the portfolio and ranks #296 among its holdings.

1,702 funds tracked by Wall St. Rank hold WMB as of Q4 2025.

Litman Gregory Wealth Management held 50 shares of Williams Companies worth $3.01K as of Q4 2025.
Williams Companies was a new Litman Gregory Wealth Management position in Q4 2025.
Williams Companies made up ﹤0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #296 holding.
1,702 funds tracked by Wall St. Rank held Williams Companies as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.