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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
Q2 		$1.75M Buy
23,357
+114
+0.5% +$8.39K 1.29% 12
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 $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

Phillips Wealth Planners's WMB Position: Q2 2026 in Review

Phillips Wealth Planners increased its Williams Companies (WMB) stake by 0.49% in Q2 2026, buying an estimated $8.39K and bringing the position to 23,357 shares worth $1.75M. The position accounts for 1.29% of the portfolio, ranked #12.

Phillips Wealth Planners first reported a position in WMB in Q4 2022 and has held it in 15 quarters since. 1,830 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Phillips Wealth Planners held 23,357 shares of Williams Companies worth $1.75M as of Q2 2026.
  • Phillips Wealth Planners bought 114 Williams Companies shares in Q2 2026, an estimated $8.39K.
  • Williams Companies made up 1.29% of Phillips Wealth Planners's portfolio in Q2 2026, its #12 holding.
  • Phillips Wealth Planners first reported a position in Williams Companies in Q4 2022 and has held it in 15 quarters since.
  • 1,830 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.