SWM
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SHP Wealth Management’s Williams Companies WMB Stock Holding History

SHP Wealth Management’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 		$46.3K Buy
636
+132
+26% +$9.14K ﹤0.01% 510
2025
Q4 		$30.3K Buy
+504
New +$30.5K ﹤0.01% 597

Other funds holding WMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

SHP Wealth Management's WMB Position: Q1 2026 in Review

SHP Wealth Management increased its Williams Companies (WMB) stake by 26% in Q1 2026, buying an estimated $9.14K and bringing the position to 636 shares worth $46.3K. The position accounts for ﹤0.01% of the portfolio, ranked #510.

SHP Wealth Management first reported a position in WMB in Q4 2025 and has held it in 2 quarters since. 1,815 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • SHP Wealth Management held 636 shares of Williams Companies worth $46.3K as of Q1 2026.
  • SHP Wealth Management bought 132 Williams Companies shares in Q1 2026, an estimated $9.14K.
  • Williams Companies made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #510 holding.
  • SHP Wealth Management first reported a position in Williams Companies in Q4 2025 and has held it in 2 quarters since.
  • 1,815 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.