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Prosperity Consulting Group’s Williams Companies WMB Stock Holding History

Prosperity Consulting Group’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 		$2.33M Buy
31,340
+3,296
+12% +$243K 0.09% 158
2026
Q1 		$2.04M Sell
28,044
-616
-2% -$42.6K 0.09% 155
2025
Q4 		$1.72M Sell
28,660
-4,023
-12% -$243K 0.08% 177
2025
Q3 		$2.07M Buy
32,683
+670
+2% +$39.3K 0.1% 159
2025
Q2 		$2.01M Sell
32,013
-474
-1% -$28K 0.15% 144
2025
Q1 		$1.94M Buy
32,487
+6,290
+24% +$360K 0.15% 147
2024
Q4 		$1.42M Buy
26,197
+475
+2% +$25.6K 0.11% 188
2024
Q3 		$1.17M Buy
+25,722
New +$1.13M 0.09% 211
2024
Q2 		– Sell
-6,363
Closed -$248K – 338
2024
Q1 		$248K Buy
+6,363
New +$226K 0.03% 297

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 $3.38T AUM 44.17% 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

Prosperity Consulting Group's WMB Position: Q2 2026 in Review

Prosperity Consulting Group increased its Williams Companies (WMB) stake by 12% in Q2 2026, buying an estimated $243K and bringing the position to 31,340 shares worth $2.33M. The position accounts for 0.09% of the portfolio, ranked #158.

Prosperity Consulting Group first reported a position in WMB in Q1 2024 and has held it in 9 quarters since. 1,835 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Prosperity Consulting Group held 31,340 shares of Williams Companies worth $2.33M as of Q2 2026.
  • Prosperity Consulting Group bought 3,296 Williams Companies shares in Q2 2026, an estimated $243K.
  • Williams Companies made up 0.09% of Prosperity Consulting Group's portfolio in Q2 2026, its #158 holding.
  • Prosperity Consulting Group first reported a position in Williams Companies in Q1 2024 and has held it in 9 quarters since.
  • 1,835 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.