Calton & Associates’s Williams Companies WMB Stock Holding History

Calton & Associates’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	$834K	Sell	11,454 -1,449	-11%	-$100K	0.12%	162
2025 Q4	$776K	Buy	+12,903	New	+$780K	0.11%	178
2025 Q3	–	Sell	-8,976	Closed	-$564K	–	463
2025 Q2	$564K	Sell	8,976 -2,095	-19%	-$124K	0.1%	190
2025 Q1	$662K	Buy	+11,071	New	+$634K	0.15%	129
2024 Q4	–	Sell	-8,519	Closed	-$389K	–	288
2024 Q3	$389K	Buy	+8,519	New	+$374K	0.15%	141
2023 Q4	–	Sell	-9,525	Closed	-$321K	–	289
2023 Q3	$321K	Buy	+9,525	New	+$325K	0.47%	54
2018 Q1	–	Sell	-120	Closed	-$3K	–	1278
2017 Q4	$3K	Buy	+120	New	+$3.49K	﹤0.01%	1361

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

Calton & Associates's WMB Position: Q1 2026 in Review

Calton & Associates reduced its Williams Companies (WMB) stake by 11% in Q1 2026, selling an estimated $100K and leaving 11,454 shares worth $834K. The position accounts for 0.12% of the portfolio, ranked #162.

Calton & Associates first reported a position in WMB in Q4 2017 and has held it in 7 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Calton & Associates held 11,454 shares of Williams Companies worth $834K as of Q1 2026.
Calton & Associates sold 1,449 Williams Companies shares in Q1 2026, an estimated $100K.
Williams Companies made up 0.12% of Calton & Associates's portfolio in Q1 2026, its #162 holding.
Calton & Associates first reported a position in Williams Companies in Q4 2017 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 Calton & Associates's 13F filing for Q1 2026, filed 13 May 2026.