Portfolio Design Labs’s Williams Companies WMB Stock Holding History

Portfolio Design Labs’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	$244K	Buy	3,282 +6	+0.2%	+$442	0.04%	207
2026 Q1	$238K	Buy	+3,276	New	+$227K	0.04%	196
2025 Q4	–	Sell	-3,318	Closed	-$210K	–	211
2025 Q3	$210K	Sell	3,318 -303	-8%	-$17.8K	0.04%	196
2025 Q2	$227K	Sell	3,621 -924	-20%	-$54.6K	0.04%	140
2025 Q1	$272K	Buy	4,545 +514	+13%	+$29.4K	0.06%	156
2024 Q4	$218K	Buy	+4,031	New	+$217K	0.04%	187

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

Portfolio Design Labs's WMB Position: Q2 2026 in Review

Portfolio Design Labs increased its Williams Companies (WMB) stake by 0.18% in Q2 2026, buying an estimated $442 and bringing the position to 3,282 shares worth $244K. The position accounts for 0.04% of the portfolio, ranked #207.

Portfolio Design Labs first reported a position in WMB in Q4 2024 and has held it in 6 quarters since. The position peaked at $272K in Q1 2025. 1,827 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Portfolio Design Labs held 3,282 shares of Williams Companies worth $244K as of Q2 2026.
Portfolio Design Labs bought 6 Williams Companies shares in Q2 2026, an estimated $442.
Williams Companies made up 0.04% of Portfolio Design Labs's portfolio in Q2 2026, its #207 holding.
Portfolio Design Labs first reported a position in Williams Companies in Q4 2024 and has held it in 6 quarters since.
Portfolio Design Labs's Williams Companies position peaked at $272K in Q1 2025.
1,827 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Portfolio Design Labs's 13F filing for Q2 2026, filed 11 Aug 2026.