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
2025 Q1	–	Sell	-2,000	Closed	-$108K	–	1128
2024 Q4	$108K	Buy	+2,000	New	+$108K	0.02%	224
2024 Q1	–	Sell	-500	Closed	-$17K	–	941
2023 Q4	$17K	Buy	+500	New	+$17.5K	﹤0.01%	483
2022 Q1	–	Sell	-6,000	Closed	-$156K	–	1396
2021 Q4	$156K	Buy	+6,000	New	+$166K	0.01%	643
2015 Q4	–	Sell	-290	Closed	-$225K	–	463
2015 Q3	$225K	Buy	+290	New	+$14.4K	0.16%	79
2015 Q1	–	Sell	-846	Closed	-$32K	–	662
2014 Q4	$32K	Buy	846 +9	+1%	+$460	0.01%	363
2014 Q3	$15K	Buy	+837	New	+$48.1K	﹤0.01%	512

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

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.