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PUREfi Wealth’s Williams Companies WMB Stock Holding History

PUREfi Wealth’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 		$843K Buy
11,581
+29
+0.3% +$2.01K 0.55% 43
2025
Q4 		$694K Sell
11,552
-2,765
-19% -$167K 0.53% 51
2025
Q3 		$907K Buy
14,317
+1,656
+13% +$97.2K 0.7% 41
2025
Q2 		$795K Buy
12,661
+3,605
+40% +$213K 0.64% 45
2025
Q1 		$541K Buy
+9,056
New +$518K 0.54% 51

Other funds holding WMB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PUREfi Wealth's WMB Position: Q1 2026 in Review

PUREfi Wealth increased its Williams Companies (WMB) stake by 0.25% in Q1 2026, buying an estimated $2.01K and bringing the position to 11,581 shares worth $843K. The position accounts for 0.55% of the portfolio, ranked #43.

PUREfi Wealth first reported a position in WMB in Q1 2025 and has held it in 5 quarters since. The position peaked at $907K in Q3 2025. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • PUREfi Wealth held 11,581 shares of Williams Companies worth $843K as of Q1 2026.
  • PUREfi Wealth bought 29 Williams Companies shares in Q1 2026, an estimated $2.01K.
  • Williams Companies made up 0.55% of PUREfi Wealth's portfolio in Q1 2026, its #43 holding.
  • PUREfi Wealth first reported a position in Williams Companies in Q1 2025 and has held it in 5 quarters since.
  • PUREfi Wealth's Williams Companies position peaked at $907K in Q3 2025.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on PUREfi Wealth's 13F filing for Q1 2026, filed 28 Apr 2026.