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Callan Family Office’s Williams Companies WMB Stock Holding History

Callan Family Office’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 		$7.08M Sell
97,295
-2,628
-3% -$182K 0.16% 135
2025
Q4 		$6.01M Buy
99,923
+9,288
+10% +$562K 0.13% 168
2025
Q3 		$5.74M Sell
90,635
-8,088
-8% -$475K 0.18% 126
2025
Q2 		$6.2M Buy
98,723
+71,021
+256% +$4.19M 0.2% 126
2025
Q1 		$1.66M Sell
27,702
-10,142
-27% -$581K 0.12% 149
2024
Q4 		$2.05M Buy
+37,844
New +$2.04M 0.13% 146
2023
Q2 		– Sell
-13,377
Closed -$399K – 158
2023
Q1 		$399K Buy
+13,377
New +$413K 0.1% 109

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

Callan Family Office's WMB Position: Q1 2026 in Review

Callan Family Office reduced its Williams Companies (WMB) stake by 2.6% in Q1 2026, selling an estimated $182K and leaving 97,295 shares worth $7.08M. The position accounts for 0.16% of the portfolio, ranked #135.

Callan Family Office first reported a position in WMB in Q1 2023 and has held it in 7 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Callan Family Office held 97,295 shares of Williams Companies worth $7.08M as of Q1 2026.
  • Callan Family Office sold 2,628 Williams Companies shares in Q1 2026, an estimated $182K.
  • Williams Companies made up 0.16% of Callan Family Office's portfolio in Q1 2026, its #135 holding.
  • Callan Family Office first reported a position in Williams Companies in Q1 2023 and has held it in 7 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.