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Cedar Wealth Management’s Williams Companies WMB Stock Holding History

Cedar Wealth Management’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 		– Sell
-84
Closed -$5.04K – 228
2025
Q4 		$5.04K Hold
84
– – ﹤0.01% 193
2025
Q3 		$5.31K Hold
84
– – ﹤0.01% 202
2025
Q2 		$5.26K Buy
+84
New +$4.96K ﹤0.01% 188
2019
Q4 		– Sell
-1,209
Closed -$29K – 188
2019
Q3 		$29K Buy
1,209
+240
+25% +$6.05K 0.02% 108
2019
Q2 		$27K Hold
969
– – 0.02% 131
2019
Q1 		$28K Hold
969
– – 0.02% 124
2018
Q4 		$21K Sell
969
-150
-13% -$3.75K 0.02% 119
2018
Q3 		$30K Buy
+1,119
New +$32.5K 0.02% 97

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cedar Wealth Management's WMB Position: Q1 2026 in Review

Cedar Wealth Management sold out of Williams Companies (WMB) in Q1 2026, closing a stake of 84 shares — an estimated $5.04K sold.

Cedar Wealth Management first reported a position in WMB in Q3 2018 and held it in 8 quarters. The position peaked at $30K in Q3 2018. 1,819 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Cedar Wealth Management reported no remaining Williams Companies position as of Q1 2026 after selling out during the quarter.
  • Cedar Wealth Management sold 84 Williams Companies shares in Q1 2026, an estimated $5.04K.
  • Cedar Wealth Management first reported a position in Williams Companies in Q3 2018 and held it in 8 quarters.
  • Cedar Wealth Management's Williams Companies position peaked at $30K in Q3 2018.
  • 1,819 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Cedar Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.