TFC Financial Management’s Williams Companies WMB Stock Holding History

TFC Financial Management’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	$8.15K	Hold	112	–	–	﹤0.01%	415
2025 Q4	$6.73K	Hold	112	–	–	﹤0.01%	421
2025 Q3	$7.1K	Hold	112	–	–	﹤0.01%	428
2025 Q2	$7.04K	Hold	112	–	–	﹤0.01%	401
2025 Q1	$6.69K	Hold	112	–	–	﹤0.01%	385
2024 Q4	$6.06K	Hold	112	–	–	﹤0.01%	394
2024 Q3	$5.11K	Hold	112	–	–	﹤0.01%	417
2024 Q2	$4.76K	Hold	112	–	–	﹤0.01%	396
2024 Q1	$4.37K	Buy	112 +6	+6%	+$213	﹤0.01%	401
2023 Q4	$3.69K	Hold	106	–	–	﹤0.01%	405
2023 Q3	$3.57K	Hold	106	–	–	﹤0.01%	414
2023 Q2	$3.46K	Buy	106 +33	+45%	+$990	﹤0.01%	397
2023 Q1	$2.18K	Buy	73 +16	+28%	+$494	﹤0.01%	454
2022 Q4	$1.88K	Hold	57	–	–	﹤0.01%	407
2022 Q3	$2K	Hold	57	–	–	﹤0.01%	433
2022 Q2	$2K	Hold	57	–	–	﹤0.01%	428
2022 Q1	$2K	Hold	57	–	–	﹤0.01%	446
2021 Q4	$1K	Hold	57	–	–	﹤0.01%	571
2021 Q3	$1K	Hold	57	–	–	﹤0.01%	559
2021 Q2	$2K	Hold	57	–	–	﹤0.01%	477
2021 Q1	$1K	Hold	57	–	–	﹤0.01%	555
2020 Q4	$1K	Hold	57	–	–	﹤0.01%	542
2020 Q3	$1K	Buy	+57	New	+$1.16K	﹤0.01%	515

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

TFC Financial Management's WMB Position: Q1 2026 in Review

TFC Financial Management held its Williams Companies (WMB) position steady in Q1 2026 at 112 shares worth $8.15K. The position accounts for ﹤0.01% of the portfolio, ranked #415.

TFC Financial Management first reported a position in WMB in Q3 2020 and has held it in 23 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

TFC Financial Management held 112 shares of Williams Companies worth $8.15K as of Q1 2026.
TFC Financial Management left its Williams Companies share count unchanged in Q1 2026.
Williams Companies made up ﹤0.01% of TFC Financial Management's portfolio in Q1 2026, its #415 holding.
TFC Financial Management first reported a position in Williams Companies in Q3 2020 and has held it in 23 quarters since.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.