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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
Q2 		$330K Sell
4,441
-269
-6% -$19.8K 0.08% 144
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Carr Financial Group's WMB Position: Q2 2026 in Review

Carr Financial Group reduced its Williams Companies (WMB) stake by 5.7% in Q2 2026, selling an estimated $19.8K and leaving 4,441 shares worth $330K. The position accounts for 0.08% of the portfolio, ranked #144.

Carr Financial Group first reported a position in WMB in Q4 2022 and has held it in 13 quarters since. The position peaked at $840K in Q4 2022. 1,835 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Carr Financial Group held 4,441 shares of Williams Companies worth $330K as of Q2 2026.
  • Carr Financial Group sold 269 Williams Companies shares in Q2 2026, an estimated $19.8K.
  • Williams Companies made up 0.08% of Carr Financial Group's portfolio in Q2 2026, its #144 holding.
  • Carr Financial Group first reported a position in Williams Companies in Q4 2022 and has held it in 13 quarters since.
  • Carr Financial Group's Williams Companies position peaked at $840K in Q4 2022.
  • 1,835 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Carr Financial Group's 13F filing for Q2 2026, filed 6 Aug 2026.