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Summit Financial’s Williams Companies WMB Stock Holding History

Summit Financial’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 		$6.17M Sell
84,797
-2,823
-3% -$195K 0.08% 264
2025
Q4 		$5.27M Buy
87,620
+1,185
+1% +$71.6K 0.08% 248
2025
Q3 		$5.48M Buy
86,435
+1,949
+2% +$114K 0.08% 237
2025
Q2 		$5.31M Buy
84,486
+1,862
+2% +$110K 0.12% 153
2025
Q1 		$4.94M Buy
82,624
+965
+1% +$55.2K 0.14% 139
2024
Q4 		$4.42M Buy
81,659
+27,189
+50% +$1.47M 0.15% 116
2024
Q3 		$2.49M Buy
54,470
+47,090
+638% +$2.07M 0.1% 160
2024
Q2 		$314K Buy
+7,380
New +$296K 0.01% 410

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

Summit Financial's WMB Position: Q1 2026 in Review

Summit Financial reduced its Williams Companies (WMB) stake by 3.2% in Q1 2026, selling an estimated $195K and leaving 84,797 shares worth $6.17M. The position accounts for 0.08% of the portfolio, ranked #264.

Summit Financial first reported a position in WMB in Q2 2024 and has held it in 8 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Summit Financial held 84,797 shares of Williams Companies worth $6.17M as of Q1 2026.
  • Summit Financial sold 2,823 Williams Companies shares in Q1 2026, an estimated $195K.
  • Williams Companies made up 0.08% of Summit Financial's portfolio in Q1 2026, its #264 holding.
  • Summit Financial first reported a position in Williams Companies in Q2 2024 and has held it in 8 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.