Winnow Wealth’s Williams Companies WMB Stock Holding History

Winnow Wealth’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	–	Sell	-73	Closed	-$4.45K	–	566
2025 Q4	$4.45K	Buy	73 +36	+97%	+$2.18K	﹤0.01%	286
2025 Q3	$2.37K	Sell	37 -53	-59%	-$3.11K	﹤0.01%	336
2025 Q2	$5.65K	Buy	90 +53	+143%	+$3.13K	﹤0.01%	140
2025 Q1	$2.19K	Buy	37 +12	+48%	+$687	﹤0.01%	303
2024 Q4	$1.34K	Buy	+25	New	+$1.35K	﹤0.01%	317

Other funds holding WMB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Winnow Wealth's WMB Position: Q1 2026 in Review

Winnow Wealth sold out of Williams Companies (WMB) in Q1 2026, closing a stake of 73 shares — an estimated $4.45K sold.

Winnow Wealth first reported a position in WMB in Q4 2024 and held it in 5 quarters. The position peaked at $5.65K in Q2 2025. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Winnow Wealth reported no remaining Williams Companies position as of Q1 2026 after selling out during the quarter.
Winnow Wealth sold 73 Williams Companies shares in Q1 2026, an estimated $4.45K.
Winnow Wealth first reported a position in Williams Companies in Q4 2024 and held it in 5 quarters.
Winnow Wealth's Williams Companies position peaked at $5.65K in Q2 2025.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Winnow Wealth's 13F filing for Q1 2026, filed 19 May 2026.