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
2014
Q1 		– Sell
-327
Closed -$80K – 497
2013
Q4 		$80K Buy
+327
New +$11.8K 0.01% 216

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.