Modern Wealth Management’s Williams Companies WMB Stock Holding History

Modern 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
2026 Q1	$685K	Buy	9,538 +531	+6%	+$36.8K	0.01%	503
2025 Q4	$541K	Buy	9,007 +1,271	+16%	+$76.8K	0.01%	516
2025 Q3	$490K	Buy	7,736 +558	+8%	+$32.7K	0.01%	510
2025 Q2	$451K	Buy	7,178 +3,827	+114%	+$226K	0.01%	503
2025 Q1	$200K	Buy	+3,351	New	+$192K	0.01%	648

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

Modern Wealth Management's WMB Position: Q1 2026 in Review

Modern Wealth Management increased its Williams Companies (WMB) stake by 5.9% in Q1 2026, buying an estimated $36.8K and bringing the position to 9,538 shares worth $685K. The position accounts for 0.01% of the portfolio, ranked #503.

Modern Wealth Management first reported a position in WMB in Q1 2025 and has held it in 5 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Modern Wealth Management held 9,538 shares of Williams Companies worth $685K as of Q1 2026.
Modern Wealth Management bought 531 Williams Companies shares in Q1 2026, an estimated $36.8K.
Williams Companies made up 0.01% of Modern Wealth Management's portfolio in Q1 2026, its #503 holding.
Modern Wealth Management first reported a position in Williams Companies in Q1 2025 and has held it in 5 quarters since.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.