Smithfield Trust’s Williams Companies WMB Stock Holding History

Smithfield Trust’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	$78K	Buy	1,056 +770	+269%	+$53.3K	﹤0.01%	533
2025 Q4	$18K	Buy	286 +26	+10%	+$1.57K	﹤0.01%	788
2025 Q3	$16K	Hold	260	–	–	﹤0.01%	799
2025 Q2	$16K	Hold	260	–	–	﹤0.01%	790
2025 Q1	$16K	Hold	260	–	–	﹤0.01%	783
2024 Q4	$15K	Hold	260	–	–	﹤0.01%	803
2024 Q3	$11K	Hold	260	–	–	﹤0.01%	828
2024 Q2	$11K	Sell	260 -380	-59%	-$15.2K	﹤0.01%	808
2024 Q1	$25K	Hold	640	–	–	﹤0.01%	672
2023 Q4	$23K	Hold	640	–	–	﹤0.01%	677
2023 Q3	$22K	Hold	640	–	–	﹤0.01%	667
2023 Q2	$21K	Sell	640 -2,603	-80%	-$78.1K	﹤0.01%	688
2023 Q1	$95K	Hold	3,243	–	–	0.01%	430
2022 Q4	$108K	Sell	3,243 -274	-8%	-$8.92K	0.01%	387
2022 Q3	$100K	Sell	3,517 -2,598	-42%	-$84.6K	0.01%	389
2022 Q2	$190K	Buy	6,115 +203	+3%	+$7.01K	0.01%	293
2022 Q1	$196K	Buy	5,912 +2,720	+85%	+$83.1K	0.01%	312
2021 Q4	$83K	Hold	3,192	–	–	0.01%	483
2021 Q3	$81K	Hold	3,192	–	–	0.01%	477
2021 Q2	$84K	Hold	3,192	–	–	0.01%	471
2021 Q1	$75K	Hold	3,192	–	–	0.01%	495
2020 Q4	$64K	Buy	3,192 +210	+7%	+$4.26K	﹤0.01%	492
2020 Q3	$59K	Buy	2,982 +2,552	+593%	+$52K	﹤0.01%	473
2020 Q2	$8K	Sell	430 -110	-20%	-$2.05K	﹤0.01%	787
2020 Q1	$8K	Buy	540 +500	+1,250%	+$9.68K	﹤0.01%	726
2019 Q4	$1K	Sell	40 -120	-75%	-$2.75K	﹤0.01%	941
2019 Q3	$3K	Buy	160 +100	+167%	+$2.52K	﹤0.01%	931
2019 Q2	$2K	Hold	60	–	–	﹤0.01%	946
2019 Q1	$2K	Buy	+60	New	+$1.61K	﹤0.01%	912
2016 Q4	–	Sell	-825	Closed	-$25K	–	839
2016 Q3	$25K	Hold	825	–	–	﹤0.01%	602
2016 Q2	$18K	Sell	825 -300	-27%	-$6.02K	﹤0.01%	626
2016 Q1	$18K	Hold	1,125	–	–	﹤0.01%	631
2015 Q4	$29K	Sell	1,125 -450	-29%	-$15.7K	0.01%	564
2015 Q3	$58K	Hold	1,575	–	–	0.01%	469
2015 Q2	$90K	Hold	1,575	–	–	0.02%	406
2015 Q1	$80K	Hold	1,575	–	–	0.02%	445
2014 Q4	$71K	Sell	1,575 -4,390	-74%	-$224K	0.01%	463
2014 Q3	$330K	Hold	5,965	–	–	0.07%	221
2014 Q2	$347K	Buy	5,965 +4,390	+279%	+$203K	0.07%	228
2014 Q1	$64K	Sell	1,575 -275	-15%	-$11.1K	0.01%	502
2013 Q4	$71K	Hold	1,850	–	–	0.01%	469
2013 Q3	$67K	Sell	1,850 -229	-11%	-$8.03K	0.02%	454
2013 Q2	$67K	Buy	+2,079	New	+$74.8K	0.02%	445

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

Smithfield Trust's WMB Position: Q1 2026 in Review

Smithfield Trust increased its Williams Companies (WMB) stake by 269% in Q1 2026, buying an estimated $53.3K and bringing the position to 1,056 shares worth $78K. The position accounts for ﹤0.01% of the portfolio, ranked #533.

Smithfield Trust first reported a position in WMB in Q2 2013 and has held it in 43 quarters since. The position peaked at $347K in Q2 2014. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Smithfield Trust held 1,056 shares of Williams Companies worth $78K as of Q1 2026.
Smithfield Trust bought 770 Williams Companies shares in Q1 2026, an estimated $53.3K.
Williams Companies made up ﹤0.01% of Smithfield Trust's portfolio in Q1 2026, its #533 holding.
Smithfield Trust first reported a position in Williams Companies in Q2 2013 and has held it in 43 quarters since.
Smithfield Trust's Williams Companies position peaked at $347K in Q2 2014.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Smithfield Trust's 13F filing for Q1 2026, filed 8 May 2026.