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Simplicity Wealth’s Williams Companies WMB Stock Holding History

Simplicity 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
Q2 		$554K Buy
7,459
+1,371
+23% +$101K 0.02% 599
2026
Q1 		$443K Buy
6,088
+37
+0.6% +$2.56K 0.03% 480
2025
Q4 		$364K Buy
6,051
+1,219
+25% +$73.7K 0.02% 510
2025
Q3 		$306K Sell
4,832
-2,814
-37% -$165K 0.02% 559
2025
Q2 		$480K Buy
7,646
+3,917
+105% +$231K 0.02% 465
2025
Q1 		$223K Buy
+3,729
New +$213K 0.02% 500
2024
Q3 		– Sell
-188,817
Closed -$8.02M – 1223
2024
Q2 		$8.02M Sell
188,817
-1,702
-0.9% -$68.3K 0.18% 109
2024
Q1 		$7.42M Buy
+190,519
New +$6.77M 0.18% 115

Other funds holding WMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T 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 $1.55T 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

Simplicity Wealth's WMB Position: Q2 2026 in Review

Simplicity Wealth increased its Williams Companies (WMB) stake by 23% in Q2 2026, buying an estimated $101K and bringing the position to 7,459 shares worth $554K. The position accounts for 0.02% of the portfolio, ranked #599.

Simplicity Wealth first reported a position in WMB in Q1 2024 and has held it in 8 quarters since. The position peaked at $8.02M in Q2 2024. 1,830 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Simplicity Wealth held 7,459 shares of Williams Companies worth $554K as of Q2 2026.
  • Simplicity Wealth bought 1,371 Williams Companies shares in Q2 2026, an estimated $101K.
  • Williams Companies made up 0.02% of Simplicity Wealth's portfolio in Q2 2026, its #599 holding.
  • Simplicity Wealth first reported a position in Williams Companies in Q1 2024 and has held it in 8 quarters since.
  • Simplicity Wealth's Williams Companies position peaked at $8.02M in Q2 2024.
  • 1,830 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.