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Waypoint Wealth Counsel’s Williams Companies WMB Stock Holding History

Waypoint Wealth Counsel’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 		$205K Sell
2,761
-1,142
-29% -$84K 0.13% 142
2026
Q1 		$284K Sell
3,903
-2,266
-37% -$157K 0.15% 152
2025
Q4 		$371K Sell
6,169
-598
-9% -$36.2K 0.14% 150
2025
Q3 		$429K Buy
+6,767
New +$397K 0.17% 113

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

Waypoint Wealth Counsel's WMB Position: Q2 2026 in Review

Waypoint Wealth Counsel reduced its Williams Companies (WMB) stake by 29% in Q2 2026, selling an estimated $84K and leaving 2,761 shares worth $205K. The position accounts for 0.13% of the portfolio, ranked #142.

Waypoint Wealth Counsel first reported a position in WMB in Q3 2025 and has held it in 4 quarters since. The position peaked at $429K in Q3 2025. 1,830 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Waypoint Wealth Counsel held 2,761 shares of Williams Companies worth $205K as of Q2 2026.
  • Waypoint Wealth Counsel sold 1,142 Williams Companies shares in Q2 2026, an estimated $84K.
  • Williams Companies made up 0.13% of Waypoint Wealth Counsel's portfolio in Q2 2026, its #142 holding.
  • Waypoint Wealth Counsel first reported a position in Williams Companies in Q3 2025 and has held it in 4 quarters since.
  • Waypoint Wealth Counsel's Williams Companies position peaked at $429K in Q3 2025.
  • 1,830 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q2 2026, filed 4 Aug 2026.