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Purpose Unlimited Inc’s Williams Companies WMB Stock Holding History

Purpose Unlimited Inc’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 		$434K Sell
5,843
-1,852
-24% -$136K 0.02% 185
2026
Q1 		$560K Buy
+7,695
New +$533K 0.02% 153

Other funds holding WMB

BlackRock
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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

Purpose Unlimited Inc's WMB Position: Q2 2026 in Review

Purpose Unlimited Inc reduced its Williams Companies (WMB) stake by 24% in Q2 2026, selling an estimated $136K and leaving 5,843 shares worth $434K. The position accounts for 0.02% of the portfolio, ranked #185.

Purpose Unlimited Inc first reported a position in WMB in Q1 2026 and has held it in 2 quarters since. The position peaked at $560K in Q1 2026. 1,836 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Purpose Unlimited Inc held 5,843 shares of Williams Companies worth $434K as of Q2 2026.
  • Purpose Unlimited Inc sold 1,852 Williams Companies shares in Q2 2026, an estimated $136K.
  • Williams Companies made up 0.02% of Purpose Unlimited Inc's portfolio in Q2 2026, its #185 holding.
  • Purpose Unlimited Inc first reported a position in Williams Companies in Q1 2026 and has held it in 2 quarters since.
  • Purpose Unlimited Inc's Williams Companies position peaked at $560K in Q1 2026.
  • 1,836 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Purpose Unlimited Inc's 13F filing for Q2 2026, filed 13 Aug 2026.