Carson Wealth (CWM LLC)
WMB icon

Carson Wealth (CWM LLC)’s Williams Companies WMB Stock Holding History

Carson Wealth (CWM LLC)’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 		$8.8M Buy
120,923
+1,604
+1% +$111K 0.02% 596
2025
Q4 		$7.17M Sell
119,319
-31,486
-21% -$1.9M 0.02% 637
2025
Q3 		$9.55M Buy
150,805
+58,689
+64% +$3.44M 0.03% 483
2025
Q2 		$5.79M Buy
92,116
+21,592
+31% +$1.27M 0.02% 544
2025
Q1 		$4.21M Buy
70,524
+6,701
+10% +$384K 0.02% 577
2024
Q4 		$3.45M Buy
63,823
+6,859
+12% +$370K 0.01% 576
2024
Q3 		$2.6M Buy
56,964
+93
+0.2% +$4.09K 0.01% 620
2024
Q2 		$2.42M Buy
56,871
+2,236
+4% +$89.7K 0.01% 591
2024
Q1 		$2.13M Sell
54,635
-325
-0.6% -$11.5K 0.01% 603
2023
Q4 		$1.91M Buy
54,960
+8,426
+18% +$296K 0.01% 585
2023
Q3 		$1.57M Buy
46,534
+5,133
+12% +$175K 0.01% 604
2023
Q2 		$1.35M Buy
41,401
+5,325
+15% +$160K 0.01% 614
2023
Q1 		$1.08M Buy
36,076
+7,455
+26% +$230K 0.01% 646
2022
Q4 		$942K Buy
28,621
+1,120
+4% +$36.5K 0.01% 636
2022
Q3 		$787K Buy
27,501
+1,271
+5% +$41.4K 0.01% 617
2022
Q2 		$819K Buy
26,230
+2,002
+8% +$69.1K 0.01% 608
2022
Q1 		$809K Sell
24,228
-115
-0.5% -$3.51K 0.01% 615
2021
Q4 		$634K Buy
+24,343
New +$673K ﹤0.01% 669
2021
Q2 		$615K Hold
23,170
– – ﹤0.01% 642
2021
Q1 		$615K Hold
23,170
– – ﹤0.01% 642
2020
Q4 		$615K Hold
23,170
– – ﹤0.01% 642
2020
Q3 		$615K Hold
23,170
– – ﹤0.01% 642
2020
Q2 		$615K Hold
23,170
– – ﹤0.01% 642
2020
Q1 		$615K Hold
23,170
– – ﹤0.01% 642
2019
Q4 		$615K Hold
23,170
– – ﹤0.01% 642
2019
Q3 		$615K Hold
23,170
– – ﹤0.01% 642
2019
Q2 		$615K Hold
23,170
– – ﹤0.01% 642
2019
Q1 		$615K Buy
23,170
+16,816
+265% +$451K ﹤0.01% 642
2018
Q4 		$140K Buy
6,354
+320
+5% +$8K ﹤0.01% 668
2018
Q3 		$164K Sell
6,034
-436
-7% -$12.7K ﹤0.01% 546
2018
Q2 		$175K Buy
6,470
+1,561
+32% +$41.2K 0.01% 444
2018
Q1 		$122K Buy
4,909
+12
+0.2% +$354 ﹤0.01% 424
2017
Q4 		$149K Buy
4,897
+2
+0% +$58 0.01% 377
2017
Q3 		$147K Buy
4,895
+2
+0% +$61 0.01% 360
2017
Q2 		$148K Buy
4,893
+3,672
+301% +$109K 0.01% 340
2017
Q1 		$36K Buy
1,221
+229
+23% +$6.62K ﹤0.01% 512
2016
Q4 		$31K Buy
992
+803
+425% +$24.2K ﹤0.01% 517
2016
Q3 		$6K Buy
189
+1
+0.5% +$27 ﹤0.01% 804
2016
Q2 		$4K Buy
188
+5
+3% +$100 ﹤0.01% 665
2016
Q1 		$3K Sell
183
-568
-76% -$9.77K ﹤0.01% 661
2015
Q4 		$19K Sell
751
-77,062
-99% -$2.69M ﹤0.01% 401
2015
Q3 		$2.87M Buy
77,813
+11,781
+18% +$587K 0.29% 109
2015
Q2 		$3.79M Buy
66,032
+8,214
+14% +$423K 0.36% 101
2015
Q1 		$2.92M Sell
57,818
-4,346
-7% -$201K 0.3% 113
2014
Q4 		$2.79M Buy
62,164
+10,602
+21% +$542K 0.34% 111
2014
Q3 		$2.85M Buy
51,562
+19,501
+61% +$1.12M 0.41% 79
2014
Q2 		$1.87M Buy
32,061
+6,361
+25% +$295K 0.33% 89
2014
Q1 		$1.04M Sell
25,700
-7,000
-21% -$284K 0.14% 95
2013
Q4 		$1.26M Buy
32,700
+20,100
+160% +$723K 0.2% 80
2013
Q3 		$458K Buy
+12,600
New +$442K 0.12% 116

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

Carson Wealth (CWM LLC)'s WMB Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Williams Companies (WMB) stake by 1.3% in Q1 2026, buying an estimated $111K and bringing the position to 120,923 shares worth $8.8M. The position accounts for 0.02% of the portfolio, ranked #596.

Carson Wealth (CWM LLC) first reported a position in WMB in Q3 2013 and has held it in 50 quarters since. The position peaked at $9.55M in Q3 2025. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 120,923 shares of Williams Companies worth $8.8M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,604 Williams Companies shares in Q1 2026, an estimated $111K.
  • Williams Companies made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #596 holding.
  • Carson Wealth (CWM LLC) first reported a position in Williams Companies in Q3 2013 and has held it in 50 quarters since.
  • Carson Wealth (CWM LLC)'s Williams Companies position peaked at $9.55M in Q3 2025.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.