SharpePoint’s Williams Companies WMB Stock Holding History

SharpePoint’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	$2.27M	Sell	31,240 -427	-1%	-$29.6K	1.36%	33
2025 Q4	$1.9M	Buy	31,667 +3,079	+11%	+$186K	1.14%	32
2025 Q3	$1.81M	Buy	28,588 +378	+1%	+$22.2K	1.63%	26
2025 Q2	$1.77M	Buy	28,210 +3,466	+14%	+$205K	1.82%	22
2025 Q1	$1.48M	Buy	24,744 +4,156	+20%	+$238K	1.29%	32
2024 Q4	$1.11M	Buy	+20,588	New	+$1.11M	1%	31

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

SharpePoint's WMB Position: Q1 2026 in Review

SharpePoint reduced its Williams Companies (WMB) stake by 1.3% in Q1 2026, selling an estimated $29.6K and leaving 31,240 shares worth $2.27M. The position accounts for 1.36% of the portfolio, ranked #33.

SharpePoint first reported a position in WMB in Q4 2024 and has held it in 6 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

SharpePoint held 31,240 shares of Williams Companies worth $2.27M as of Q1 2026.
SharpePoint sold 427 Williams Companies shares in Q1 2026, an estimated $29.6K.
Williams Companies made up 1.36% of SharpePoint's portfolio in Q1 2026, its #33 holding.
SharpePoint first reported a position in Williams Companies in Q4 2024 and has held it in 6 quarters since.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on SharpePoint's 13F filing for Q1 2026, filed 5 May 2026.