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 Q2	–	Sell	-4,603	Closed	-$335K	–	256
2026 Q1	$335K	Buy	+4,603	New	+$319K	0.1%	153

Other funds holding WMB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SMART Wealth's WMB Position: Q2 2026 in Review

SMART Wealth sold out of Williams Companies (WMB) in Q2 2026, closing a stake of 4,603 shares — an estimated $335K sold.

SMART Wealth first reported a position in WMB in Q1 2026 and held it in 1 quarter. The position peaked at $335K in Q1 2026. 1,830 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

SMART Wealth reported no remaining Williams Companies position as of Q2 2026 after selling out during the quarter.
SMART Wealth sold 4,603 Williams Companies shares in Q2 2026, an estimated $335K.
SMART Wealth first reported a position in Williams Companies in Q1 2026 and held it in 1 quarter.
SMART Wealth's Williams Companies position peaked at $335K in Q1 2026.
1,830 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

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