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Turning Point Benefit Group’s Williams Companies WMB Stock Holding History

Turning Point Benefit Group’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 		– Sell
-1,002
Closed -$60.2K – 797
2025
Q4 		$60.2K Buy
1,002
+279
+39% +$16.9K 0.03% 139
2025
Q3 		$46K Buy
+723
New +$42.4K 0.03% 145

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Turning Point Benefit Group's WMB Position: Q1 2026 in Review

Turning Point Benefit Group sold out of Williams Companies (WMB) in Q1 2026, closing a stake of 1,002 shares — an estimated $60.2K sold.

Turning Point Benefit Group first reported a position in WMB in Q3 2025 and held it in 2 quarters. The position peaked at $60.2K in Q4 2025. 1,819 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Turning Point Benefit Group reported no remaining Williams Companies position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 1,002 Williams Companies shares in Q1 2026, an estimated $60.2K.
  • Turning Point Benefit Group first reported a position in Williams Companies in Q3 2025 and held it in 2 quarters.
  • Turning Point Benefit Group's Williams Companies position peaked at $60.2K in Q4 2025.
  • 1,819 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.