BlackDiamond Wealth Management’s Williams Companies WMB Stock Holding History

BlackDiamond 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	$475K	Buy	6,528 +347	+6%	+$24K	0.23%	97
2025 Q4	$419K	Buy	6,181 +293	+5%	+$17.7K	0.2%	103
2025 Q3	$373K	Sell	5,888 -2,458	-29%	-$144K	0.2%	95
2025 Q2	$490K	Buy	8,346 +249	+3%	+$14.7K	0.28%	66
2025 Q1	$467K	Sell	8,097 -4,914	-38%	-$281K	0.32%	59
2024 Q4	$704K	Sell	13,011 -1,623	-11%	-$87.5K	0.41%	53
2024 Q3	$830K	Sell	14,634 -3,259	-18%	-$143K	0.5%	50
2024 Q2	$785K	Buy	17,893 +1,569	+10%	+$62.9K	0.52%	51
2024 Q1	$636K	Buy	+16,324	New	+$580K	0.45%	55

Other funds holding WMB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

BlackDiamond Wealth Management increased its Williams Companies (WMB) stake by 5.6% in Q1 2026, buying an estimated $24K and bringing the position to 6,528 shares worth $475K. The position accounts for 0.23% of the portfolio, ranked #97.

BlackDiamond Wealth Management first reported a position in WMB in Q1 2024 and has held it in 9 quarters since. The position peaked at $830K in Q3 2024. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

BlackDiamond Wealth Management held 6,528 shares of Williams Companies worth $475K as of Q1 2026.
BlackDiamond Wealth Management bought 347 Williams Companies shares in Q1 2026, an estimated $24K.
Williams Companies made up 0.23% of BlackDiamond Wealth Management's portfolio in Q1 2026, its #97 holding.
BlackDiamond Wealth Management first reported a position in Williams Companies in Q1 2024 and has held it in 9 quarters since.
BlackDiamond Wealth Management's Williams Companies position peaked at $830K in Q3 2024.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.