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TritonPoint Wealth’s Williams Companies WMB Stock Holding History

TritonPoint Wealth’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 		$682K Buy
9,373
+65
+0.7% +$4.5K 0.07% 146
2025
Q4 		$560K Sell
9,308
-748
-7% -$45.2K 0.06% 167
2025
Q3 		$637K Sell
10,056
-55
-0.5% -$3.23K 0.05% 195
2025
Q2 		$635K Buy
10,111
+291
+3% +$17.2K 0.06% 191
2025
Q1 		$587K Buy
9,820
+288
+3% +$16.5K 0.06% 195
2024
Q4 		$516K Buy
9,532
+12
+0.1% +$647 0.05% 205
2024
Q3 		$430K Buy
9,520
+186
+2% +$8.18K 0.04% 226
2024
Q2 		$397K Sell
9,334
-148
-2% -$5.94K 0.04% 228
2024
Q1 		$321K Buy
9,482
+140
+1% +$4.97K 0.03% 252
2023
Q4 		$325K Buy
+9,342
New +$328K 0.03% 257

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

TritonPoint Wealth's WMB Position: Q1 2026 in Review

TritonPoint Wealth increased its Williams Companies (WMB) stake by 0.7% in Q1 2026, buying an estimated $4.5K and bringing the position to 9,373 shares worth $682K. The position accounts for 0.07% of the portfolio, ranked #146.

TritonPoint Wealth first reported a position in WMB in Q4 2023 and has held it in 10 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • TritonPoint Wealth held 9,373 shares of Williams Companies worth $682K as of Q1 2026.
  • TritonPoint Wealth bought 65 Williams Companies shares in Q1 2026, an estimated $4.5K.
  • Williams Companies made up 0.07% of TritonPoint Wealth's portfolio in Q1 2026, its #146 holding.
  • TritonPoint Wealth first reported a position in Williams Companies in Q4 2023 and has held it in 10 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on TritonPoint Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.