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Calamos Wealth Management’s Williams Companies WMB Stock Holding History

Calamos 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 		$776K Buy
10,665
+188
+2% +$13K 0.03% 237
2025
Q4 		$630K Buy
10,477
+2,096
+25% +$127K 0.02% 247
2025
Q3 		$531K Sell
8,381
-91
-1% -$5.34K 0.02% 257
2025
Q2 		$532K Buy
+8,472
New +$500K 0.02% 230
2015
Q1 		– Sell
-24,489
Closed -$1.1M – 263
2014
Q4 		$1.1M Buy
+24,489
New +$1.25M 0.32% 117

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

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

Calamos Wealth Management increased its Williams Companies (WMB) stake by 1.8% in Q1 2026, buying an estimated $13K and bringing the position to 10,665 shares worth $776K. The position accounts for 0.03% of the portfolio, ranked #237.

Calamos Wealth Management first reported a position in WMB in Q4 2014 and has held it in 5 quarters since. The position peaked at $1.1M in Q4 2014. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Calamos Wealth Management held 10,665 shares of Williams Companies worth $776K as of Q1 2026.
  • Calamos Wealth Management bought 188 Williams Companies shares in Q1 2026, an estimated $13K.
  • Williams Companies made up 0.03% of Calamos Wealth Management's portfolio in Q1 2026, its #237 holding.
  • Calamos Wealth Management first reported a position in Williams Companies in Q4 2014 and has held it in 5 quarters since.
  • Calamos Wealth Management's Williams Companies position peaked at $1.1M in Q4 2014.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Calamos Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.