Wellington Group’s Williams Companies WMB Stock Holding History

Wellington 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	–	Sell	-722	Closed	-$52.5K	–	382
2026 Q1	$52.5K	Sell	722 -161	-18%	-$11.1K	0.02%	266
2025 Q4	$53.1K	Buy	+883	New	+$53.4K	0.02%	252

Other funds holding WMB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Group's WMB Position: Q2 2026 in Review

Wellington Group sold out of Williams Companies (WMB) in Q2 2026, closing a stake of 722 shares — an estimated $52.5K sold.

Wellington Group first reported a position in WMB in Q4 2025 and held it in 2 quarters. The position peaked at $53.1K in Q4 2025. 1,835 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Wellington Group reported no remaining Williams Companies position as of Q2 2026 after selling out during the quarter.
Wellington Group sold 722 Williams Companies shares in Q2 2026, an estimated $52.5K.
Wellington Group first reported a position in Williams Companies in Q4 2025 and held it in 2 quarters.
Wellington Group's Williams Companies position peaked at $53.1K in Q4 2025.
1,835 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Wellington Group's 13F filing for Q2 2026, filed 14 Aug 2026.