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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
Q2 		$466K Buy
6,264
+1,054
+20% +$77.6K 0.2% 122
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 $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

Castleview Partners's WMB Position: Q2 2026 in Review

Castleview Partners increased its Williams Companies (WMB) stake by 20% in Q2 2026, buying an estimated $77.6K and bringing the position to 6,264 shares worth $466K. The position accounts for 0.2% of the portfolio, ranked #122.

Castleview Partners first reported a position in WMB in Q4 2022 and has held it in 12 quarters since. 1,830 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Castleview Partners held 6,264 shares of Williams Companies worth $466K as of Q2 2026.
  • Castleview Partners bought 1,054 Williams Companies shares in Q2 2026, an estimated $77.6K.
  • Williams Companies made up 0.2% of Castleview Partners's portfolio in Q2 2026, its #122 holding.
  • Castleview Partners first reported a position in Williams Companies in Q4 2022 and has held it in 12 quarters since.
  • 1,830 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.