PlanVest Financial’s Williams Companies WMB Stock Holding History

PlanVest 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	$15.8K	Hold	213	–	–	0.01%	364
2026 Q1	$15.5K	Buy	+213	New	+$14.7K	0.01%	342

Other funds holding WMB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PlanVest Financial's WMB Position: Q2 2026 in Review

PlanVest Financial held its Williams Companies (WMB) position steady in Q2 2026 at 213 shares worth $15.8K. The position accounts for 0.01% of the portfolio, ranked #364.

PlanVest Financial first reported a position in WMB in Q1 2026 and has held it in 2 quarters since. 1,793 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

PlanVest Financial held 213 shares of Williams Companies worth $15.8K as of Q2 2026.
PlanVest Financial left its Williams Companies share count unchanged in Q2 2026.
Williams Companies made up 0.01% of PlanVest Financial's portfolio in Q2 2026, its #364 holding.
PlanVest Financial first reported a position in Williams Companies in Q1 2026 and has held it in 2 quarters since.
1,793 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.