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BCS Private Wealth Management’s Williams Companies WMB Stock Holding History

BCS Private 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 		$419K Buy
5,755
+100
+2% +$6.92K 0.13% 121
2025
Q4 		$340K Hold
5,655
– – 0.12% 136
2025
Q3 		$358K Buy
5,655
+480
+9% +$28.2K 0.13% 120
2025
Q2 		$325K Buy
+5,175
New +$306K 0.12% 126

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

BCS Private Wealth Management's WMB Position: Q1 2026 in Review

BCS Private Wealth Management increased its Williams Companies (WMB) stake by 1.8% in Q1 2026, buying an estimated $6.92K and bringing the position to 5,755 shares worth $419K. The position accounts for 0.13% of the portfolio, ranked #121.

BCS Private 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.

  • BCS Private Wealth Management held 5,755 shares of Williams Companies worth $419K as of Q1 2026.
  • BCS Private Wealth Management bought 100 Williams Companies shares in Q1 2026, an estimated $6.92K.
  • Williams Companies made up 0.13% of BCS Private Wealth Management's portfolio in Q1 2026, its #121 holding.
  • BCS Private 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 BCS Private Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.