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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
Q2 		$564K Sell
7,583
-1,790
-19% -$132K 0.06% 167
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 $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

TritonPoint Wealth's WMB Position: Q2 2026 in Review

TritonPoint Wealth reduced its Williams Companies (WMB) stake by 19% in Q2 2026, selling an estimated $132K and leaving 7,583 shares worth $564K. The position accounts for 0.06% of the portfolio, ranked #167.

TritonPoint Wealth first reported a position in WMB in Q4 2023 and has held it in 11 quarters since. The position peaked at $682K in Q1 2026. 1,835 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • TritonPoint Wealth held 7,583 shares of Williams Companies worth $564K as of Q2 2026.
  • TritonPoint Wealth sold 1,790 Williams Companies shares in Q2 2026, an estimated $132K.
  • Williams Companies made up 0.06% of TritonPoint Wealth's portfolio in Q2 2026, its #167 holding.
  • TritonPoint Wealth first reported a position in Williams Companies in Q4 2023 and has held it in 11 quarters since.
  • TritonPoint Wealth's Williams Companies position peaked at $682K in Q1 2026.
  • 1,835 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on TritonPoint Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.