Carnegie Lake Advisors’s Williams Companies WMB Stock Holding History

Carnegie Lake 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	$2.46M	Hold	33,750	–	–	0.98%	26
2025 Q4	$2.03M	Sell	33,750 -500	-1%	-$30.2K	0.77%	33
2025 Q3	$2.17M	Sell	34,250 -2,050	-6%	-$120K	0.84%	30
2025 Q2	$2.28M	Hold	36,300	–	–	0.9%	28
2025 Q1	$2.17M	Sell	36,300 -1,732	-5%	-$99.1K	0.88%	30
2024 Q4	$2.06M	Sell	38,032 -200	-0.5%	-$10.8K	0.83%	30
2024 Q3	$1.75M	Buy	+38,232	New	+$1.68M	0.69%	38

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

Carnegie Lake Advisors's WMB Position: Q1 2026 in Review

Carnegie Lake Advisors held its Williams Companies (WMB) position steady in Q1 2026 at 33,750 shares worth $2.46M. The position accounts for 0.98% of the portfolio, ranked #26.

Carnegie Lake Advisors first reported a position in WMB in Q3 2024 and has held it in 7 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Carnegie Lake Advisors held 33,750 shares of Williams Companies worth $2.46M as of Q1 2026.
Carnegie Lake Advisors left its Williams Companies share count unchanged in Q1 2026.
Williams Companies made up 0.98% of Carnegie Lake Advisors's portfolio in Q1 2026, its #26 holding.
Carnegie Lake Advisors first reported a position in Williams Companies in Q3 2024 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 Carnegie Lake Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.