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Mark Sheptoff Financial Planning’s Williams Companies WMB Stock Holding History

Mark Sheptoff 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
Q1 		$40K Hold
525
– – 0.02% 197
2025
Q4 		$31.6K Hold
525
– – 0.02% 232
2025
Q3 		$33.3K Sell
525
-49
-9% -$2.88K 0.02% 226
2025
Q2 		$36.1K Buy
574
+49
+9% +$2.89K 0.02% 209
2025
Q1 		$31.4K Hold
525
– – 0.02% 205
2024
Q4 		$28.4K Hold
525
– – 0.02% 223
2024
Q3 		$24K Hold
525
– – 0.01% 233
2024
Q2 		$22.3K Hold
525
– – 0.01% 246
2024
Q1 		$20.5K Hold
525
– – 0.01% 234
2023
Q4 		$18.3K Hold
525
– – 0.01% 239
2023
Q3 		$17.7K Hold
525
– – 0.01% 219
2023
Q2 		$17.1K Hold
525
– – 0.01% 233
2023
Q1 		$15.7K Hold
525
– – 0.01% 231
2022
Q4 		$17.3K Hold
525
– – 0.01% 231
2022
Q3 		$15K Hold
525
– – 0.01% 228
2022
Q2 		$16K Hold
525
– – 0.01% 235
2022
Q1 		$18K Buy
+525
New +$16K 0.01% 251

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

Mark Sheptoff Financial Planning's WMB Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its Williams Companies (WMB) position steady in Q1 2026 at 525 shares worth $40K. The position accounts for 0.02% of the portfolio, ranked #197.

Mark Sheptoff Financial Planning first reported a position in WMB in Q1 2022 and has held it in 17 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Mark Sheptoff Financial Planning held 525 shares of Williams Companies worth $40K as of Q1 2026.
  • Mark Sheptoff Financial Planning left its Williams Companies share count unchanged in Q1 2026.
  • Williams Companies made up 0.02% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #197 holding.
  • Mark Sheptoff Financial Planning first reported a position in Williams Companies in Q1 2022 and has held it in 17 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.