AOWM
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Asset One Wealth Management’s Williams Companies WMB Stock Holding History

Asset One 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
Q2 		$264K Sell
3,549
-557
-14% -$41K 0.03% 307
2026
Q1 		$289K Sell
4,106
-837
-17% -$58K 0.03% 281
2025
Q4 		$328K Buy
+4,943
New +$299K 0.04% 212

Other funds holding WMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Asset One Wealth Management's WMB Position: Q2 2026 in Review

Asset One Wealth Management reduced its Williams Companies (WMB) stake by 14% in Q2 2026, selling an estimated $41K and leaving 3,549 shares worth $264K. The position accounts for 0.03% of the portfolio, ranked #307.

Asset One Wealth Management first reported a position in WMB in Q4 2025 and has held it in 3 quarters since. The position peaked at $328K in Q4 2025. 1,521 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Asset One Wealth Management held 3,549 shares of Williams Companies worth $264K as of Q2 2026.
  • Asset One Wealth Management sold 557 Williams Companies shares in Q2 2026, an estimated $41K.
  • Williams Companies made up 0.03% of Asset One Wealth Management's portfolio in Q2 2026, its #307 holding.
  • Asset One Wealth Management first reported a position in Williams Companies in Q4 2025 and has held it in 3 quarters since.
  • Asset One Wealth Management's Williams Companies position peaked at $328K in Q4 2025.
  • 1,521 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Asset One Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.