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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Prosperity Consulting Group's WMB Position: Q1 2026 in Review

Prosperity Consulting Group reduced its Williams Companies (WMB) stake by 2.1% in Q1 2026, selling an estimated $42.6K and leaving 28,044 shares worth $2.04M. The position accounts for 0.09% of the portfolio, ranked #155.

Prosperity Consulting Group first reported a position in WMB in Q1 2024 and has held it in 8 quarters since. The position peaked at $2.07M in Q3 2025. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Prosperity Consulting Group held 28,044 shares of Williams Companies worth $2.04M as of Q1 2026.
Prosperity Consulting Group sold 616 Williams Companies shares in Q1 2026, an estimated $42.6K.
Williams Companies made up 0.09% of Prosperity Consulting Group's portfolio in Q1 2026, its #155 holding.
Prosperity Consulting Group first reported a position in Williams Companies in Q1 2024 and has held it in 8 quarters since.
Prosperity Consulting Group's Williams Companies position peaked at $2.07M in Q3 2025.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.