Retirement Planning Company of New England’s Williams Companies WMB Stock Holding History

Retirement Planning Company of New England’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	$243K	Sell	3,267 -34	-1%	-$2.5K	0.09%	234
2026 Q1	$240K	Buy	+3,301	New	+$229K	0.1%	219
2025 Q4	–	Sell	-3,342	Closed	-$212K	–	256
2025 Q3	$212K	Buy	3,342 +4	+0.1%	+$235	0.09%	233
2025 Q2	$210K	Buy	+3,338	New	+$197K	0.09%	220
2023 Q1	–	Sell	-6,538	Closed	-$215K	–	239
2022 Q4	$215K	Buy	+6,538	New	+$213K	0.14%	191
2022 Q3	–	Sell	-6,594	Closed	-$205K	–	220
2022 Q2	$205K	Sell	6,594 -62	-0.9%	-$2.14K	0.14%	196
2022 Q1	$222K	Buy	6,656 +39	+0.6%	+$1.19K	0.13%	210
2021 Q4	$172K	Buy	+6,617	New	+$183K	0.08%	238

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

Retirement Planning Company of New England's WMB Position: Q2 2026 in Review

Retirement Planning Company of New England reduced its Williams Companies (WMB) stake by 1% in Q2 2026, selling an estimated $2.5K and leaving 3,267 shares worth $243K. The position accounts for 0.09% of the portfolio, ranked #234.

Retirement Planning Company of New England first reported a position in WMB in Q4 2021 and has held it in 8 quarters since. 1,826 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Retirement Planning Company of New England held 3,267 shares of Williams Companies worth $243K as of Q2 2026.
Retirement Planning Company of New England sold 34 Williams Companies shares in Q2 2026, an estimated $2.5K.
Williams Companies made up 0.09% of Retirement Planning Company of New England's portfolio in Q2 2026, its #234 holding.
Retirement Planning Company of New England first reported a position in Williams Companies in Q4 2021 and has held it in 8 quarters since.
1,826 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.