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United Financial Planning Group’s Williams Companies WMB Stock Holding History

United Financial Planning 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
Q2 		$10.9K Hold
147
– – 0.01% 239
2026
Q1 		$10.7K Hold
147
– – 0.01% 202
2025
Q4 		$8.84K Buy
+147
New +$8.89K 0.01% 216

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 $3.38T AUM 44.17% 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

United Financial Planning Group's WMB Position: Q2 2026 in Review

United Financial Planning Group held its Williams Companies (WMB) position steady in Q2 2026 at 147 shares worth $10.9K. The position accounts for 0.01% of the portfolio, ranked #239.

United Financial Planning Group first reported a position in WMB in Q4 2025 and has held it in 3 quarters since. 1,835 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • United Financial Planning Group held 147 shares of Williams Companies worth $10.9K as of Q2 2026.
  • United Financial Planning Group left its Williams Companies share count unchanged in Q2 2026.
  • Williams Companies made up 0.01% of United Financial Planning Group's portfolio in Q2 2026, its #239 holding.
  • United Financial Planning Group first reported a position in Williams Companies in Q4 2025 and has held it in 3 quarters since.
  • 1,835 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.