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Cahill Financial Advisors’s Williams Companies WMB Stock Holding History

Cahill Financial 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 		$469K Sell
6,441
-190
-3% -$13.2K 0.05% 186
2025
Q4 		$399K Sell
6,631
-909
-12% -$55K 0.04% 202
2025
Q3 		$478K Sell
7,540
-14
-0.2% -$822 0.05% 179
2025
Q2 		$474K Sell
7,554
-2,190
-22% -$129K 0.06% 177
2025
Q1 		$582K Sell
9,744
-239
-2% -$13.7K 0.08% 150
2024
Q4 		$540K Sell
9,983
-1,281
-11% -$69K 0.07% 152
2024
Q3 		$514K Sell
11,264
-864
-7% -$38K 0.07% 167
2024
Q2 		$515K Sell
12,128
-1,849
-13% -$74.2K 0.07% 172
2024
Q1 		$545K Sell
13,977
-3,896
-22% -$138K 0.07% 167
2023
Q4 		$623K Sell
17,873
-6,132
-26% -$215K 0.09% 152
2023
Q3 		$809K Sell
24,005
-483
-2% -$16.5K 0.13% 128
2023
Q2 		$799K Buy
24,488
+3,318
+16% +$99.6K 0.13% 128
2023
Q1 		$632K Buy
21,170
+6,505
+44% +$201K 0.11% 138
2022
Q4 		$482K Buy
14,665
+945
+7% +$30.8K 0.09% 153
2022
Q3 		$393K Buy
13,720
+151
+1% +$4.92K 0.08% 164
2022
Q2 		$423K Buy
13,569
+2,769
+26% +$95.6K 0.09% 164
2022
Q1 		$361K Buy
+10,800
New +$330K 0.07% 175
2015
Q4 		– Sell
-7,220
Closed -$267K – 112
2015
Q3 		$267K Sell
7,220
-112
-2% -$5.58K 0.22% 89
2015
Q2 		$421K Sell
7,332
-2,149
-23% -$111K 0.32% 75
2015
Q1 		$480K Buy
9,481
+831
+10% +$38.5K 0.37% 70
2014
Q4 		$389K Sell
8,650
-300
-3% -$15.3K 0.3% 76
2014
Q3 		$496K Sell
8,950
-240
-3% -$13.8K 0.4% 65
2014
Q2 		$535K Buy
9,190
+40
+0.4% +$1.85K 0.42% 56
2014
Q1 		$372K Buy
9,150
+2,050
+29% +$83K 0.32% 68
2013
Q4 		$274K Buy
+7,100
New +$255K 0.24% 90

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

Cahill Financial Advisors's WMB Position: Q1 2026 in Review

Cahill Financial Advisors reduced its Williams Companies (WMB) stake by 2.9% in Q1 2026, selling an estimated $13.2K and leaving 6,441 shares worth $469K. The position accounts for 0.05% of the portfolio, ranked #186.

Cahill Financial Advisors first reported a position in WMB in Q4 2013 and has held it in 25 quarters since. The position peaked at $809K in Q3 2023. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Cahill Financial Advisors held 6,441 shares of Williams Companies worth $469K as of Q1 2026.
  • Cahill Financial Advisors sold 190 Williams Companies shares in Q1 2026, an estimated $13.2K.
  • Williams Companies made up 0.05% of Cahill Financial Advisors's portfolio in Q1 2026, its #186 holding.
  • Cahill Financial Advisors first reported a position in Williams Companies in Q4 2013 and has held it in 25 quarters since.
  • Cahill Financial Advisors's Williams Companies position peaked at $809K in Q3 2023.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Cahill Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.