Merited Wealth’s Williams Companies WMB Stock Holding History

Merited 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	–	Sell	-330	Closed	-$19.8K	–	288
2025 Q4	$19.8K	Buy	+330	New	+$20K	0.02%	169

Other funds holding WMB

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

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

Merited Wealth's WMB Position: Q1 2026 in Review

Merited Wealth sold out of Williams Companies (WMB) in Q1 2026, closing a stake of 330 shares — an estimated $19.8K sold.

Merited Wealth first reported a position in WMB in Q4 2025 and held it in 1 quarter. The position peaked at $19.8K in Q4 2025. 1,819 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Merited Wealth reported no remaining Williams Companies position as of Q1 2026 after selling out during the quarter.
Merited Wealth sold 330 Williams Companies shares in Q1 2026, an estimated $19.8K.
Merited Wealth first reported a position in Williams Companies in Q4 2025 and held it in 1 quarter.
Merited Wealth's Williams Companies position peaked at $19.8K in Q4 2025.
1,819 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Merited Wealth's 13F filing for Q1 2026, filed 24 Apr 2026.