WWC
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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
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 $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

Waypoint Wealth Counsel's WMB Position: Q1 2026 in Review

Waypoint Wealth Counsel reduced its Williams Companies (WMB) stake by 37% in Q1 2026, selling an estimated $157K and leaving 3,903 shares worth $284K. The position accounts for 0.15% of the portfolio, ranked #152.

Waypoint Wealth Counsel first reported a position in WMB in Q3 2025 and has held it in 3 quarters since. The position peaked at $429K in Q3 2025. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Waypoint Wealth Counsel held 3,903 shares of Williams Companies worth $284K as of Q1 2026.
  • Waypoint Wealth Counsel sold 2,266 Williams Companies shares in Q1 2026, an estimated $157K.
  • Williams Companies made up 0.15% of Waypoint Wealth Counsel's portfolio in Q1 2026, its #152 holding.
  • Waypoint Wealth Counsel first reported a position in Williams Companies in Q3 2025 and has held it in 3 quarters since.
  • Waypoint Wealth Counsel's Williams Companies position peaked at $429K in Q3 2025.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.