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PDS Planning’s Williams Companies WMB Stock Holding History

PDS 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
Q2 		$960K Buy
12,911
+3,532
+38% +$260K 0.06% 161
2026
Q1 		$683K Buy
9,379
+331
+4% +$22.9K 0.05% 205
2025
Q4 		$544K Buy
9,048
+1,218
+16% +$73.6K 0.04% 241
2025
Q3 		$496K Sell
7,830
-431
-5% -$25.3K 0.03% 254
2025
Q2 		$519K Buy
8,261
+1,111
+16% +$65.6K 0.04% 227
2025
Q1 		$427K Buy
7,150
+476
+7% +$27.2K 0.04% 236
2024
Q4 		$361K Buy
6,674
+743
+13% +$40K 0.03% 250
2024
Q3 		$271K Buy
5,931
+44
+0.7% +$1.93K 0.02% 322
2024
Q2 		$250K Buy
5,887
+107
+2% +$4.29K 0.03% 301
2024
Q1 		$225K Buy
+5,780
New +$205K 0.02% 334
2023
Q3 		– Sell
-6,350
Closed -$207K – 360
2023
Q2 		$207K Buy
+6,350
New +$191K 0.03% 292

Other funds holding WMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PDS Planning's WMB Position: Q2 2026 in Review

PDS Planning increased its Williams Companies (WMB) stake by 38% in Q2 2026, buying an estimated $260K and bringing the position to 12,911 shares worth $960K. The position accounts for 0.06% of the portfolio, ranked #161.

PDS Planning first reported a position in WMB in Q2 2023 and has held it in 11 quarters since. 1,830 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • PDS Planning held 12,911 shares of Williams Companies worth $960K as of Q2 2026.
  • PDS Planning bought 3,532 Williams Companies shares in Q2 2026, an estimated $260K.
  • Williams Companies made up 0.06% of PDS Planning's portfolio in Q2 2026, its #161 holding.
  • PDS Planning first reported a position in Williams Companies in Q2 2023 and has held it in 11 quarters since.
  • 1,830 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.