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Centaurus Financial’s Williams Companies WMB Stock Holding History

Centaurus Financial’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 		$839K Sell
11,530
-157
-1% -$10.9K 0.04% 387
2025
Q4 		$703K Sell
11,687
-43
-0.4% -$2.6K 0.03% 424
2025
Q3 		$743K Sell
11,730
-234
-2% -$13.7K 0.03% 405
2025
Q2 		$751K Sell
11,964
-424
-3% -$25K 0.04% 360
2025
Q1 		$740K Sell
12,388
-200
-2% -$11.4K 0.04% 346
2024
Q4 		$681K Sell
12,588
-735
-6% -$39.6K 0.04% 356
2024
Q3 		$608K Buy
13,323
+27
+0.2% +$1.19K 0.04% 367
2024
Q2 		$565K Buy
13,296
+42
+0.3% +$1.69K 0.04% 363
2024
Q1 		$516K Sell
13,254
-487
-4% -$17.3K 0.04% 375
2023
Q4 		$479K Buy
13,741
+204
+2% +$7.16K 0.04% 377
2023
Q3 		$456K Sell
13,537
-250
-2% -$8.53K 0.04% 375
2023
Q2 		$450K Sell
13,787
-3,651
-21% -$110K 0.04% 375
2023
Q1 		$521K Sell
17,438
-230
-1% -$7.11K 0.04% 383
2022
Q4 		$581K Sell
17,668
-1,813
-9% -$59K 0.05% 332
2022
Q3 		$558K Buy
19,481
+1,255
+7% +$40.9K 0.05% 332
2022
Q2 		$569K Sell
18,226
-4,672
-20% -$161K 0.06% 348
2022
Q1 		$765K Sell
22,898
-2,405
-10% -$73.5K 0.06% 329
2021
Q4 		$659K Sell
25,303
-425
-2% -$11.7K 0.05% 373
2021
Q3 		$667K Sell
25,728
-104
-0.4% -$2.62K 0.06% 351
2021
Q2 		$686K Sell
25,832
-180
-0.7% -$4.61K 0.06% 349
2021
Q1 		$616K Buy
26,012
+453
+2% +$10.3K 0.06% 326
2020
Q4 		$512K Buy
25,559
+920
+4% +$18.6K 0.05% 355
2020
Q3 		$484K Buy
+24,639
New +$502K 0.07% 279
2018
Q3 		– Sell
-4,698
Closed -$127K – 2041
2018
Q2 		$127K Buy
+4,698
New +$124K 0.02% 633

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

Centaurus Financial's WMB Position: Q1 2026 in Review

Centaurus Financial reduced its Williams Companies (WMB) stake by 1.3% in Q1 2026, selling an estimated $10.9K and leaving 11,530 shares worth $839K. The position accounts for 0.04% of the portfolio, ranked #387.

Centaurus Financial first reported a position in WMB in Q2 2018 and has held it in 24 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Centaurus Financial held 11,530 shares of Williams Companies worth $839K as of Q1 2026.
  • Centaurus Financial sold 157 Williams Companies shares in Q1 2026, an estimated $10.9K.
  • Williams Companies made up 0.04% of Centaurus Financial's portfolio in Q1 2026, its #387 holding.
  • Centaurus Financial first reported a position in Williams Companies in Q2 2018 and has held it in 24 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Centaurus Financial's 13F filing for Q1 2026, filed 18 May 2026.