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Phoenix Financial’s Williams Companies WMB Stock Holding History

Phoenix Financial’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 		$2.97M Sell
40,870
-11,243
-22% -$778K 0.03% 148
2025
Q4 		$3.13M Sell
52,113
-9,305
-15% -$563K 0.03% 153
2025
Q3 		$3.89M Sell
61,418
-7,661
-11% -$450K 0.05% 151
2025
Q2 		$4.34M Buy
69,079
+23,273
+51% +$1.37M 0.06% 141
2025
Q1 		$2.74M Buy
+45,806
New +$2.62M 0.04% 162

Other funds holding WMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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 $1.37T 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

Phoenix Financial's WMB Position: Q1 2026 in Review

Phoenix Financial reduced its Williams Companies (WMB) stake by 22% in Q1 2026, selling an estimated $778K and leaving 40,870 shares worth $2.97M. The position accounts for 0.03% of the portfolio, ranked #148.

Phoenix Financial first reported a position in WMB in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.34M in Q2 2025. 1,814 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Phoenix Financial held 40,870 shares of Williams Companies worth $2.97M as of Q1 2026.
  • Phoenix Financial sold 11,243 Williams Companies shares in Q1 2026, an estimated $778K.
  • Williams Companies made up 0.03% of Phoenix Financial's portfolio in Q1 2026, its #148 holding.
  • Phoenix Financial first reported a position in Williams Companies in Q1 2025 and has held it in 5 quarters since.
  • Phoenix Financial's Williams Companies position peaked at $4.34M in Q2 2025.
  • 1,814 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

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