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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Simplicity Wealth's WMB Position: Q1 2026 in Review

Simplicity Wealth increased its Williams Companies (WMB) stake by 0.61% in Q1 2026, buying an estimated $2.56K and bringing the position to 6,088 shares worth $443K. The position accounts for 0.03% of the portfolio, ranked #480.

Simplicity Wealth first reported a position in WMB in Q1 2024 and has held it in 7 quarters since. The position peaked at $8.02M in Q2 2024. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Simplicity Wealth held 6,088 shares of Williams Companies worth $443K as of Q1 2026.
  • Simplicity Wealth bought 37 Williams Companies shares in Q1 2026, an estimated $2.56K.
  • Williams Companies made up 0.03% of Simplicity Wealth's portfolio in Q1 2026, its #480 holding.
  • Simplicity Wealth first reported a position in Williams Companies in Q1 2024 and has held it in 7 quarters since.
  • Simplicity Wealth's Williams Companies position peaked at $8.02M in Q2 2024.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.