AWM
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Angeles Wealth Management’s Williams Companies WMB Stock Holding History

Angeles Wealth Management’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 		$952K Buy
13,078
+518
+4% +$35.9K 0.05% 149
2025
Q4 		$755K Buy
12,560
+9,023
+255% +$546K 0.04% 160
2025
Q3 		$224K Buy
3,537
+79
+2% +$4.64K 0.01% 306
2025
Q2 		$217K Buy
+3,458
New +$204K 0.01% 318

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

Angeles Wealth Management's WMB Position: Q1 2026 in Review

Angeles Wealth Management increased its Williams Companies (WMB) stake by 4.1% in Q1 2026, buying an estimated $35.9K and bringing the position to 13,078 shares worth $952K. The position accounts for 0.05% of the portfolio, ranked #149.

Angeles Wealth Management first reported a position in WMB in Q2 2025 and has held it in 4 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Angeles Wealth Management held 13,078 shares of Williams Companies worth $952K as of Q1 2026.
  • Angeles Wealth Management bought 518 Williams Companies shares in Q1 2026, an estimated $35.9K.
  • Williams Companies made up 0.05% of Angeles Wealth Management's portfolio in Q1 2026, its #149 holding.
  • Angeles Wealth Management first reported a position in Williams Companies in Q2 2025 and has held it in 4 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.