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 Q2	$9.07K	Buy	122 +10	+9%	+$736	﹤0.01%	433
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TFC Financial Management's WMB Position: Q2 2026 in Review

TFC Financial Management increased its Williams Companies (WMB) stake by 8.9% in Q2 2026, buying an estimated $736 and bringing the position to 122 shares worth $9.07K. The position accounts for ﹤0.01% of the portfolio, ranked #433.

TFC Financial Management first reported a position in WMB in Q3 2020 and has held it in 24 quarters since. 1,830 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

TFC Financial Management held 122 shares of Williams Companies worth $9.07K as of Q2 2026.
TFC Financial Management bought 10 Williams Companies shares in Q2 2026, an estimated $736.
Williams Companies made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #433 holding.
TFC Financial Management first reported a position in Williams Companies in Q3 2020 and has held it in 24 quarters since.
1,830 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.