PGF
WMB icon

Plan Group Financial’s Williams Companies WMB Stock Holding History

Plan Group 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
Q2 		$219K Buy
+2,948
New +$217K 0.05% 227

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

Plan Group Financial's WMB Position: Q2 2026 in Review

Plan Group Financial opened a new position in Williams Companies (WMB) in Q2 2026: 2,948 shares worth $219K. The stake represents 0.05% of the portfolio and ranks #227 among its holdings.

1,824 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Plan Group Financial held 2,948 shares of Williams Companies worth $219K as of Q2 2026.
  • Williams Companies was a new Plan Group Financial position in Q2 2026.
  • Williams Companies made up 0.05% of Plan Group Financial's portfolio in Q2 2026, its #227 holding.
  • 1,824 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.