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Castleview Partners’s Williams Companies WMB Stock Holding History

Castleview Partners’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 		$379K Buy
5,210
+402
+8% +$27.8K 0.19% 120
2025
Q4 		$289K Buy
4,808
+524
+12% +$31.7K 0.14% 145
2025
Q3 		$271K Sell
4,284
-123
-3% -$7.22K 0.15% 142
2025
Q2 		$277K Sell
4,407
-85
-2% -$5.02K 0.18% 139
2025
Q1 		$268K Buy
4,492
+183
+4% +$10.5K 0.18% 138
2024
Q4 		$241K Sell
4,309
-122
-3% -$6.58K 0.13% 170
2024
Q3 		$202K Sell
4,431
-134
-3% -$5.89K 0.12% 170
2024
Q2 		$194K Buy
+4,565
New +$183K 0.11% 177
2023
Q3 		– Sell
-204
Closed -$6.67K – 772
2023
Q2 		$6.67K Buy
204
+2
+1% +$60 0.01% 473
2023
Q1 		$6.02K Buy
202
+4
+2% +$124 0.01% 478
2022
Q4 		$6.53K Buy
+198
New +$6.45K 0.01% 421

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

Castleview Partners's WMB Position: Q1 2026 in Review

Castleview Partners increased its Williams Companies (WMB) stake by 8.4% in Q1 2026, buying an estimated $27.8K and bringing the position to 5,210 shares worth $379K. The position accounts for 0.19% of the portfolio, ranked #120.

Castleview Partners first reported a position in WMB in Q4 2022 and has held it in 11 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Castleview Partners held 5,210 shares of Williams Companies worth $379K as of Q1 2026.
  • Castleview Partners bought 402 Williams Companies shares in Q1 2026, an estimated $27.8K.
  • Williams Companies made up 0.19% of Castleview Partners's portfolio in Q1 2026, its #120 holding.
  • Castleview Partners first reported a position in Williams Companies in Q4 2022 and has held it in 11 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Castleview Partners's 13F filing for Q1 2026, filed 1 May 2026.