BAM
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Belpointe Asset Management’s Williams Companies WMB Stock Holding History

Belpointe Asset 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 		$207K Sell
2,848
-974
-25% -$67.4K 0.01% 1003
2025
Q4 		$230K Buy
3,822
+49
+1% +$2.96K 0.01% 923
2025
Q3 		$239K Buy
3,773
+46
+1% +$2.7K 0.01% 869
2025
Q2 		$234K Sell
3,727
-269
-7% -$15.9K 0.01% 829
2025
Q1 		$239K Sell
3,996
-952
-19% -$54.5K 0.01% 795
2024
Q4 		$226K Sell
4,948
-220
-4% -$11.9K 0.01% 767
2024
Q3 		$236K Sell
5,168
-110
-2% -$4.83K 0.01% 745
2024
Q2 		$224K Buy
+5,278
New +$212K 0.02% 683
2023
Q2 		– Sell
-6,994
Closed -$209K – 3376
2023
Q1 		$209K Sell
6,994
-2,253
-24% -$69.6K 0.01% 913
2022
Q4 		$304K Sell
9,247
-1,936
-17% -$63K 0.02% 726
2022
Q3 		$321K Buy
11,183
+1,014
+10% +$33K 0.02% 664
2022
Q2 		$318K Buy
10,169
+555
+6% +$19.2K 0.02% 655
2022
Q1 		$322K Buy
9,614
+677
+8% +$20.7K 0.02% 700
2021
Q4 		$233K Sell
8,937
-1,835
-17% -$50.7K 0.01% 836
2021
Q3 		$280K Buy
10,772
+455
+4% +$11.5K 0.02% 717
2021
Q2 		$274K Sell
10,317
-596
-5% -$15.3K 0.02% 711
2021
Q1 		$259K Sell
10,913
-3,029
-22% -$68.8K 0.02% 650
2020
Q4 		$280K Buy
13,942
+2,017
+17% +$40.9K 0.03% 576
2020
Q3 		$234K Buy
11,925
+1,228
+11% +$25K 0.03% 512
2020
Q2 		$204K Buy
10,697
+486
+5% +$9.04K 0.03% 521
2020
Q1 		$144K Buy
10,211
+1,173
+13% +$22.7K 0.03% 511
2019
Q4 		$215K Buy
+9,038
New +$207K 0.03% 517
2019
Q2 		– Sell
-3,530
Closed -$101K – 663
2019
Q1 		$101K Buy
+3,530
New +$94.6K 0.02% 447

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

Belpointe Asset Management's WMB Position: Q1 2026 in Review

Belpointe Asset Management reduced its Williams Companies (WMB) stake by 25% in Q1 2026, selling an estimated $67.4K and leaving 2,848 shares worth $207K. The position accounts for 0.01% of the portfolio, ranked #1003.

Belpointe Asset Management first reported a position in WMB in Q1 2019 and has held it in 23 quarters since. The position peaked at $322K in Q1 2022. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Belpointe Asset Management held 2,848 shares of Williams Companies worth $207K as of Q1 2026.
  • Belpointe Asset Management sold 974 Williams Companies shares in Q1 2026, an estimated $67.4K.
  • Williams Companies made up 0.01% of Belpointe Asset Management's portfolio in Q1 2026, its #1003 holding.
  • Belpointe Asset Management first reported a position in Williams Companies in Q1 2019 and has held it in 23 quarters since.
  • Belpointe Asset Management's Williams Companies position peaked at $322K in Q1 2022.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.