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Summit Securities Group’s Williams Companies WMB Stock Holding History

Summit Securities Group’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
2022
Q1 		– Sell
-3,600
Closed -$94K – 1395
2021
Q4 		$94K Buy
+3,600
New +$99.5K ﹤0.01% 691
2016
Q1 		– Sell
-306
Closed -$12K – 338
2015
Q4 		$12K Buy
+306
New +$10.7K ﹤0.01% 240

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 Securities Group's WMB Position: Q1 2026 in Review

Summit Securities Group reduced its Williams Companies (WMB) stake by 87% in Q1 2026, selling an estimated $423K and leaving 901 shares worth $65.6K. The position accounts for 0.01% of the portfolio, ranked #341.

Summit Securities Group first reported a position in WMB in Q4 2013 and has held it in 23 quarters since. The position peaked at $4.64M in Q3 2014. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Summit Securities Group held 901 shares of Williams Companies worth $65.6K as of Q1 2026.
  • Summit Securities Group sold 6,111 Williams Companies shares in Q1 2026, an estimated $423K.
  • Williams Companies made up 0.01% of Summit Securities Group's portfolio in Q1 2026, its #341 holding.
  • Summit Securities Group first reported a position in Williams Companies in Q4 2013 and has held it in 23 quarters since.
  • Summit Securities Group's Williams Companies position peaked at $4.64M in Q3 2014.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.