1NWS
WMB icon

1 North Wealth Services’s Williams Companies WMB Stock Holding History

1 North Wealth Services’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 		$11K Buy
+148
New +$10.9K ﹤0.01% 178
2019
Q4 		$22K Hold
937
– – 0.01% 145
2019
Q3 		$23K Buy
+937
New +$23.6K 0.02% 109
2019
Q1 		$44K Buy
1,539
+71
+5% +$1.9K 0.03% 74
2018
Q4 		$32K Buy
+1,468
New +$36.7K 0.03% 84

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

1 North Wealth Services's WMB Position: Q2 2026 in Review

1 North Wealth Services opened a new position in Williams Companies (WMB) in Q2 2026: 148 shares worth $11K. The stake represents ﹤0.01% of the portfolio and ranks #178 among its holdings. This is a return to the name: 1 North Wealth Services previously reported a position in WMB as recently as Q4 2019.

1 North Wealth Services first reported a position in WMB in Q4 2018 and has held it in 5 quarters since. The position peaked at $44K in Q1 2019. 1,830 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • 1 North Wealth Services held 148 shares of Williams Companies worth $11K as of Q2 2026.
  • Williams Companies was a new 1 North Wealth Services position in Q2 2026.
  • Williams Companies made up ﹤0.01% of 1 North Wealth Services's portfolio in Q2 2026, its #178 holding.
  • 1 North Wealth Services first reported a position in Williams Companies in Q4 2018 and has held it in 5 quarters since.
  • 1 North Wealth Services's Williams Companies position peaked at $44K in Q1 2019.
  • 1,830 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on 1 North Wealth Services's 13F filing for Q2 2026, filed 3 Aug 2026.