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Bleakley Financial Group’s Williams Companies WMB Stock Holding History

Bleakley Financial Group’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 		$2.96M Sell
40,719
-49,198
-55% -$3.41M 0.05% 299
2025
Q4 		$5.4M Buy
89,917
+11,020
+14% +$666K 0.09% 175
2025
Q3 		$5M Buy
78,897
+2,560
+3% +$150K 0.12% 156
2025
Q2 		$4.79M Buy
76,337
+7,535
+11% +$445K 0.12% 156
2025
Q1 		$4.11M Buy
68,802
+2,259
+3% +$129K 0.13% 147
2024
Q4 		$3.6M Sell
66,543
-238
-0.4% -$12.8K 0.11% 160
2024
Q3 		$3.05M Sell
66,781
-122,044
-65% -$5.36M 0.09% 183
2024
Q2 		$8.03M Sell
188,825
-1,927
-1% -$77.3K 0.23% 80
2024
Q1 		$7.43M Buy
190,752
+2,071
+1% +$73.6K 0.22% 86
2023
Q4 		$6.57M Sell
188,681
-5,818
-3% -$204K 0.21% 91
2023
Q3 		$6.55M Buy
194,499
+763
+0.4% +$26K 0.23% 84
2023
Q2 		$6.32M Buy
193,736
+13,939
+8% +$418K 0.2% 93
2023
Q1 		$5.37M Buy
179,797
+3,871
+2% +$120K 0.18% 102
2022
Q4 		$5.79M Buy
+175,926
New +$5.73M 0.21% 100

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

Bleakley Financial Group's WMB Position: Q1 2026 in Review

Bleakley Financial Group reduced its Williams Companies (WMB) stake by 55% in Q1 2026, selling an estimated $3.41M and leaving 40,719 shares worth $2.96M. The position accounts for 0.05% of the portfolio, ranked #299.

Bleakley Financial Group first reported a position in WMB in Q4 2022 and has held it in 14 quarters since. The position peaked at $8.03M in Q2 2024. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Bleakley Financial Group held 40,719 shares of Williams Companies worth $2.96M as of Q1 2026.
  • Bleakley Financial Group sold 49,198 Williams Companies shares in Q1 2026, an estimated $3.41M.
  • Williams Companies made up 0.05% of Bleakley Financial Group's portfolio in Q1 2026, its #299 holding.
  • Bleakley Financial Group first reported a position in Williams Companies in Q4 2022 and has held it in 14 quarters since.
  • Bleakley Financial Group's Williams Companies position peaked at $8.03M in Q2 2024.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Bleakley Financial Group's 13F filing for Q1 2026, filed 4 May 2026.