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Beam Wealth Advisors’s Williams Companies WMB Stock Holding History

Beam Wealth Advisors’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 		– Sell
-12,204
Closed -$734K – 119
2025
Q4 		$734K Sell
12,204
-673
-5% -$40.7K 0.2% 82
2025
Q3 		$816K Sell
12,877
-3,688
-22% -$216K 0.22% 82
2025
Q2 		$1.04M Sell
16,565
-147
-0.9% -$8.68K 0.31% 66
2025
Q1 		$999K Sell
16,712
-245
-1% -$14K 0.34% 64
2024
Q4 		$918K Sell
16,957
-1,364
-7% -$73.5K 0.29% 69
2024
Q3 		$836K Sell
18,321
-539
-3% -$23.7K 0.25% 71
2024
Q2 		$802K Buy
+18,860
New +$757K 0.27% 69

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Beam Wealth Advisors's WMB Position: Q1 2026 in Review

Beam Wealth Advisors sold out of Williams Companies (WMB) in Q1 2026, closing a stake of 12,204 shares — an estimated $734K sold.

Beam Wealth Advisors first reported a position in WMB in Q2 2024 and held it in 7 quarters. The position peaked at $1.04M in Q2 2025. 1,819 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Beam Wealth Advisors reported no remaining Williams Companies position as of Q1 2026 after selling out during the quarter.
  • Beam Wealth Advisors sold 12,204 Williams Companies shares in Q1 2026, an estimated $734K.
  • Beam Wealth Advisors first reported a position in Williams Companies in Q2 2024 and held it in 7 quarters.
  • Beam Wealth Advisors's Williams Companies position peaked at $1.04M in Q2 2025.
  • 1,819 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Beam Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.