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Trueblood Wealth Management’s Williams Companies WMB Stock Holding History

Trueblood Wealth 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 		$449K Buy
6,174
+43
+0.7% +$2.98K 0.18% 157
2025
Q4 		$369K Buy
6,131
+51
+0.8% +$3.08K 0.14% 179
2025
Q3 		$385K Buy
6,080
+47
+0.8% +$2.76K 0.15% 177
2025
Q2 		$379K Buy
6,033
+1,283
+27% +$75.7K 0.16% 180
2025
Q1 		$284K Hold
4,750
– – 0.13% 192
2024
Q4 		$257K Hold
4,750
– – 0.13% 200
2024
Q3 		$217K Hold
4,750
– – 0.11% 215
2024
Q2 		$202K Buy
+4,750
New +$191K 0.11% 213

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

Trueblood Wealth Management's WMB Position: Q1 2026 in Review

Trueblood Wealth Management increased its Williams Companies (WMB) stake by 0.7% in Q1 2026, buying an estimated $2.98K and bringing the position to 6,174 shares worth $449K. The position accounts for 0.18% of the portfolio, ranked #157.

Trueblood Wealth Management first reported a position in WMB in Q2 2024 and has held it in 8 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Trueblood Wealth Management held 6,174 shares of Williams Companies worth $449K as of Q1 2026.
  • Trueblood Wealth Management bought 43 Williams Companies shares in Q1 2026, an estimated $2.98K.
  • Williams Companies made up 0.18% of Trueblood Wealth Management's portfolio in Q1 2026, its #157 holding.
  • Trueblood Wealth Management first reported a position in Williams Companies in Q2 2024 and has held it in 8 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

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