SMART Wealth’s Williams Companies WMB Stock Holding History

SMART 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	$335K	Buy	+4,603	New	+$319K	0.1%	153

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

SMART Wealth's WMB Position: Q1 2026 in Review

SMART Wealth opened a new position in Williams Companies (WMB) in Q1 2026: 4,603 shares worth $335K. The stake represents 0.1% of the portfolio and ranks #153 among its holdings.

1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

SMART Wealth held 4,603 shares of Williams Companies worth $335K as of Q1 2026.
Williams Companies was a new SMART Wealth position in Q1 2026.
Williams Companies made up 0.1% of SMART Wealth's portfolio in Q1 2026, its #153 holding.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on SMART Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.