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WMB icon

Sunpointe’s Williams Companies WMB Stock Holding History

Sunpointe’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 		$201K Buy
+2,703
New +$199K 0.06% 276
2025
Q4 		– Sell
-3,810
Closed -$241K – 283
2025
Q3 		$241K Buy
3,810
+35
+0.9% +$2.05K 0.09% 215
2025
Q2 		$237K Buy
3,775
+272
+8% +$16.1K 0.09% 199
2025
Q1 		$209K Buy
+3,503
New +$201K 0.11% 168
2024
Q4 		– Sell
-4,777
Closed -$218K – 214
2024
Q3 		$218K Sell
4,777
-2,249
-32% -$98.9K 0.18% 149
2024
Q2 		$299K Sell
7,026
-2,503
-26% -$100K 0.19% 107
2024
Q1 		$371K Buy
9,529
+543
+6% +$19.3K 0.41% 74
2023
Q4 		$313K Buy
+8,986
New +$315K 0.4% 79

Other funds holding WMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sunpointe's WMB Position: Q2 2026 in Review

Sunpointe opened a new position in Williams Companies (WMB) in Q2 2026: 2,703 shares worth $201K. The stake represents 0.06% of the portfolio and ranks #276 among its holdings. This is a return to the name: Sunpointe previously reported a position in WMB as recently as Q3 2025.

Sunpointe first reported a position in WMB in Q4 2023 and has held it in 8 quarters since. The position peaked at $371K in Q1 2024. 1,826 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Sunpointe held 2,703 shares of Williams Companies worth $201K as of Q2 2026.
  • Williams Companies was a new Sunpointe position in Q2 2026.
  • Williams Companies made up 0.06% of Sunpointe's portfolio in Q2 2026, its #276 holding.
  • Sunpointe first reported a position in Williams Companies in Q4 2023 and has held it in 8 quarters since.
  • Sunpointe's Williams Companies position peaked at $371K in Q1 2024.
  • 1,826 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Sunpointe's 13F filing for Q2 2026, filed 24 Jul 2026.