WHI Trust’s Williams Companies WMB Stock Holding History

WHI Trust’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	$37.2K	Hold	500	–	–	0.02%	35
2026 Q1	$36.4K	Hold	500	–	–	0.03%	54
2025 Q4	$30.1K	Buy	+500	New	+$30.2K	0.02%	56

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 $3.37T AUM 44.26% 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

WHI Trust's WMB Position: Q2 2026 in Review

WHI Trust held its Williams Companies (WMB) position steady in Q2 2026 at 500 shares worth $37.2K. The position accounts for 0.02% of the portfolio, ranked #35.

WHI Trust first reported a position in WMB in Q4 2025 and has held it in 3 quarters since. 1,826 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

WHI Trust held 500 shares of Williams Companies worth $37.2K as of Q2 2026.
WHI Trust left its Williams Companies share count unchanged in Q2 2026.
Williams Companies made up 0.02% of WHI Trust's portfolio in Q2 2026, its #35 holding.
WHI Trust first reported a position in Williams Companies in Q4 2025 and has held it in 3 quarters since.
1,826 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on WHI Trust's 13F filing for Q2 2026, filed 11 Aug 2026.