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Phillips Wealth Planners’s Williams Companies WMB Stock Holding History

Phillips Wealth Planners’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 		$1.72M Sell
23,243
-1,714
-7% -$119K 1.3% 9
2025
Q4 		$1.58M Sell
24,957
-698
-3% -$42.2K 1.27% 13
2025
Q3 		$1.63M Sell
25,655
-1,674
-6% -$98.2K 1.35% 7
2025
Q2 		$1.58M Buy
27,329
+2,535
+10% +$150K 1.43% 6
2025
Q1 		$1.4M Sell
24,794
-3,154
-11% -$181K 1.48% 9
2024
Q4 		$1.55M Sell
27,948
-3,739
-12% -$201K 1.55% 6
2024
Q3 		$1.63M Sell
31,687
-4,995
-14% -$220K 1.56% 5
2024
Q2 		$1.56M Buy
36,682
+800
+2% +$32.1K 1.64% 6
2024
Q1 		$1.35M Buy
35,882
+1,145
+3% +$40.7K 1.55% 6
2023
Q4 		$1.18M Sell
34,737
-490
-1% -$17.2K 1.42% 12
2023
Q3 		$1.25M Buy
35,227
+2,369
+7% +$80.8K 1.7% 8
2023
Q2 		$1.07M Sell
32,858
-301
-0.9% -$9.03K 1.41% 13
2023
Q1 		$1.01M Sell
33,159
-1,406
-4% -$43.4K 1.33% 14
2022
Q4 		$1.1M Buy
+34,565
New +$1.13M 1.92% 11

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

Phillips Wealth Planners's WMB Position: Q1 2026 in Review

Phillips Wealth Planners reduced its Williams Companies (WMB) stake by 6.9% in Q1 2026, selling an estimated $119K and leaving 23,243 shares worth $1.72M. The position accounts for 1.3% of the portfolio, ranked #9.

Phillips Wealth Planners first reported a position in WMB in Q4 2022 and has held it in 14 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Phillips Wealth Planners held 23,243 shares of Williams Companies worth $1.72M as of Q1 2026.
  • Phillips Wealth Planners sold 1,714 Williams Companies shares in Q1 2026, an estimated $119K.
  • Williams Companies made up 1.3% of Phillips Wealth Planners's portfolio in Q1 2026, its #9 holding.
  • Phillips Wealth Planners first reported a position in Williams Companies in Q4 2022 and has held it in 14 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

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