LPL Financial’s Williams Companies WMB Stock Holding History

LPL Financial’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	–	Sell	-7,400	Closed	-$445K	–	6173
2025 Q4	$445K	Buy	+7,400	New	+$447K	﹤0.01%	4823

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

LPL Financial's WMB Position: Q1 2026 in Review

LPL Financial increased its Williams Companies (WMB) stake by 2.7% in Q1 2026, buying an estimated $3.86M and bringing the position to 2,148,544 shares worth $156M. The position accounts for 0.04% of the portfolio, ranked #417.

LPL Financial first reported a position in WMB in Q2 2013 and has held it in 50 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

LPL Financial held 2,148,544 shares of Williams Companies worth $156M as of Q1 2026.
LPL Financial bought 55,719 Williams Companies shares in Q1 2026, an estimated $3.86M.
Williams Companies made up 0.04% of LPL Financial's portfolio in Q1 2026, its #417 holding.
LPL Financial first reported a position in Williams Companies in Q2 2013 and has held it in 50 quarters since.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.