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

Axxcess 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 		$2.04M Sell
28,014
-4,268
-13% -$295K 0.07% 189
2025
Q4 		$1.94M Buy
32,282
+2,491
+8% +$151K 0.03% 384
2025
Q3 		$1.89M Sell
29,791
-4,349
-13% -$255K 0.04% 326
2025
Q2 		$2.14M Sell
34,140
-7,893
-19% -$466K 0.05% 281
2025
Q1 		$2.51M Sell
42,033
-6,429
-13% -$368K 0.07% 229
2024
Q4 		$2.62M Sell
48,462
-14,230
-23% -$767K 0.06% 226
2024
Q3 		$2.86M Buy
62,692
+25,828
+70% +$1.14M 0.07% 206
2024
Q2 		$1.57M Sell
36,864
-34,702
-48% -$1.39M 0.04% 297
2024
Q1 		$2.79M Buy
71,566
+2,872
+4% +$102K 0.08% 199
2023
Q4 		$2.39M Buy
68,694
+8,171
+14% +$287K 0.07% 216
2023
Q3 		$2.04M Buy
60,523
+31,053
+105% +$1.06M 0.07% 206
2023
Q2 		$962K Sell
29,470
-32,871
-53% -$987K 0.07% 236
2023
Q1 		$1.86M Buy
62,341
+1,911
+3% +$59K 0.14% 144
2022
Q4 		$1.99M Buy
60,430
+40,658
+206% +$1.32M 0.16% 128
2022
Q3 		$566K Buy
19,772
+591
+3% +$19.3K 0.05% 297
2022
Q2 		$599K Buy
19,181
+9,362
+95% +$323K 0.06% 269
2022
Q1 		$328K Buy
+9,819
New +$300K 0.03% 455

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

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

Axxcess Wealth Management reduced its Williams Companies (WMB) stake by 13% in Q1 2026, selling an estimated $295K and leaving 28,014 shares worth $2.04M. The position accounts for 0.07% of the portfolio, ranked #189.

Axxcess Wealth Management first reported a position in WMB in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.86M in Q3 2024. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Axxcess Wealth Management held 28,014 shares of Williams Companies worth $2.04M as of Q1 2026.
  • Axxcess Wealth Management sold 4,268 Williams Companies shares in Q1 2026, an estimated $295K.
  • Williams Companies made up 0.07% of Axxcess Wealth Management's portfolio in Q1 2026, its #189 holding.
  • Axxcess Wealth Management first reported a position in Williams Companies in Q1 2022 and has held it in 17 quarters since.
  • Axxcess Wealth Management's Williams Companies position peaked at $2.86M in Q3 2024.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.