Partners in Financial Planning’s Williams Companies WMB Stock Holding History

Partners in 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	$294K	Hold	4,045	–	–	0.05%	101
2025 Q4	$243K	Hold	4,045	–	–	0.04%	104
2025 Q3	$256K	Hold	4,045	–	–	0.04%	103
2025 Q2	$254K	Hold	4,045	–	–	0.05%	96
2025 Q1	$242K	Hold	4,045	–	–	0.05%	93
2024 Q4	$219K	Sell	4,045 -413	-9%	-$22.3K	0.04%	101
2024 Q3	$204K	Buy	+4,458	New	+$196K	0.04%	107

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

Partners in Financial Planning's WMB Position: Q1 2026 in Review

Partners in Financial Planning held its Williams Companies (WMB) position steady in Q1 2026 at 4,045 shares worth $294K. The position accounts for 0.05% of the portfolio, ranked #101.

Partners in Financial Planning first reported a position in WMB in Q3 2024 and has held it in 7 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Partners in Financial Planning held 4,045 shares of Williams Companies worth $294K as of Q1 2026.
Partners in Financial Planning left its Williams Companies share count unchanged in Q1 2026.
Williams Companies made up 0.05% of Partners in Financial Planning's portfolio in Q1 2026, its #101 holding.
Partners in Financial Planning first reported a position in Williams Companies in Q3 2024 and has held it in 7 quarters since.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

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