Carr Financial Group’s Williams Companies WMB Stock Holding History

Carr Financial Group’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	$343K	Buy	4,710 +696	+17%	+$48.2K	0.09%	130
2025 Q4	$241K	Buy	4,014 +133	+3%	+$8.04K	0.06%	160
2025 Q3	$246K	Buy	3,881 +231	+6%	+$13.6K	0.07%	161
2025 Q2	$229K	Buy	+3,650	New	+$215K	0.07%	170
2024 Q4	–	Sell	-7,134	Closed	-$326K	–	204
2024 Q3	$326K	Buy	7,134 +14	+0.2%	+$615	0.1%	151
2024 Q2	$303K	Sell	7,120 -952	-12%	-$38.2K	0.1%	149
2024 Q1	$315K	Sell	8,072 -1,468	-15%	-$52.2K	0.1%	140
2023 Q4	$332K	Sell	9,540 -115	-1%	-$4.04K	0.12%	122
2023 Q3	$348K	Sell	9,655 -557	-5%	-$19K	0.14%	110
2023 Q2	$333K	Sell	10,212 -12,309	-55%	-$369K	0.13%	122
2023 Q1	$672K	Sell	22,521 -3,002	-12%	-$92.7K	0.3%	64
2022 Q4	$840K	Buy	+25,523	New	+$831K	0.44%	46

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

Carr Financial Group's WMB Position: Q1 2026 in Review

Carr Financial Group increased its Williams Companies (WMB) stake by 17% in Q1 2026, buying an estimated $48.2K and bringing the position to 4,710 shares worth $343K. The position accounts for 0.09% of the portfolio, ranked #130.

Carr Financial Group first reported a position in WMB in Q4 2022 and has held it in 12 quarters since. The position peaked at $840K in Q4 2022. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Carr Financial Group held 4,710 shares of Williams Companies worth $343K as of Q1 2026.
Carr Financial Group bought 696 Williams Companies shares in Q1 2026, an estimated $48.2K.
Williams Companies made up 0.09% of Carr Financial Group's portfolio in Q1 2026, its #130 holding.
Carr Financial Group first reported a position in Williams Companies in Q4 2022 and has held it in 12 quarters since.
Carr Financial Group's Williams Companies position peaked at $840K in Q4 2022.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Carr Financial Group's 13F filing for Q1 2026, filed 12 May 2026.