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Personal CFO Solutions’s Williams Companies WMB Stock Holding History

Personal CFO Solutions’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 		$321K Sell
4,409
-1,138
-21% -$78.8K 0.05% 354
2025
Q4 		$333K Buy
5,547
+69
+1% +$4.17K 0.05% 330
2025
Q3 		$347K Sell
5,478
-157
-3% -$9.21K 0.06% 296
2025
Q2 		$354K Buy
5,635
+505
+10% +$29.8K 0.07% 287
2025
Q1 		$307K Sell
5,130
-559
-10% -$32K 0.06% 310
2024
Q4 		$308K Sell
5,689
-3
-0.1% -$162 0.06% 313
2024
Q3 		$260K Sell
5,692
-94
-2% -$4.13K 0.04% 464
2024
Q2 		$246K Buy
5,786
+249
+4% +$9.99K 0.04% 443
2024
Q1 		$216K Buy
+5,537
New +$197K 0.03% 503
2021
Q4 		– Sell
-10,213
Closed -$265K – 522
2021
Q3 		$265K Sell
10,213
-238
-2% -$5.99K 0.05% 337
2021
Q2 		$277K Buy
10,451
+938
+10% +$24K 0.06% 313
2021
Q1 		$225K Buy
+9,513
New +$216K 0.05% 351

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

Personal CFO Solutions's WMB Position: Q1 2026 in Review

Personal CFO Solutions reduced its Williams Companies (WMB) stake by 21% in Q1 2026, selling an estimated $78.8K and leaving 4,409 shares worth $321K. The position accounts for 0.05% of the portfolio, ranked #354.

Personal CFO Solutions first reported a position in WMB in Q1 2021 and has held it in 12 quarters since. The position peaked at $354K in Q2 2025. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Personal CFO Solutions held 4,409 shares of Williams Companies worth $321K as of Q1 2026.
  • Personal CFO Solutions sold 1,138 Williams Companies shares in Q1 2026, an estimated $78.8K.
  • Williams Companies made up 0.05% of Personal CFO Solutions's portfolio in Q1 2026, its #354 holding.
  • Personal CFO Solutions first reported a position in Williams Companies in Q1 2021 and has held it in 12 quarters since.
  • Personal CFO Solutions's Williams Companies position peaked at $354K in Q2 2025.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.