Cerity Partners
WMB icon

Cerity Partners’s Williams Companies WMB Stock Holding History

Cerity 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 		$16.8M Sell
226,578
-14,194
-6% -$1.04M 0.02% 540
2026
Q1 		$17.5M Sell
240,772
-89,012
-27% -$6.16M 0.02% 487
2025
Q4 		$19.8M Buy
329,784
+93,802
+40% +$5.67M 0.03% 421
2025
Q3 		$14.9M Buy
235,982
+23,495
+11% +$1.38M 0.02% 451
2025
Q2 		$13.3M Buy
212,487
+22,938
+12% +$1.35M 0.02% 445
2025
Q1 		$11.3M Buy
189,549
+6,232
+3% +$357K 0.02% 458
2024
Q4 		$9.22M Buy
183,317
+7,618
+4% +$411K 0.02% 500
2024
Q3 		$8.02M Buy
175,699
+34,383
+24% +$1.51M 0.02% 559
2024
Q2 		$6.01M Sell
141,316
-23,788
-14% -$954K 0.02% 559
2024
Q1 		$6.43M Buy
165,104
+88,715
+116% +$3.15M 0.02% 580
2023
Q4 		$2.66M Buy
76,389
+35,851
+88% +$1.26M 0.01% 684
2023
Q3 		$1.37M Sell
40,538
-38,078
-48% -$1.3M 0.01% 675
2023
Q2 		$2.56M Buy
78,616
+7,257
+10% +$218K 0.01% 657
2023
Q1 		$2.13M Buy
71,359
+7,053
+11% +$218K 0.01% 708
2022
Q4 		$2.12M Buy
64,306
+19,550
+44% +$636K 0.01% 519
2022
Q3 		$1.28M Sell
44,756
-1,439
-3% -$46.9K 0.02% 456
2022
Q2 		$1.44M Buy
46,195
+15,316
+50% +$529K 0.02% 475
2022
Q1 		$1.03M Buy
30,879
+2,850
+10% +$87.1K 0.02% 443
2021
Q4 		$734K Buy
28,029
+10,281
+58% +$284K 0.01% 499
2021
Q3 		$460K Sell
17,748
-4,519
-20% -$114K 0.01% 481
2021
Q2 		$591K Buy
+22,267
New +$570K 0.01% 442
2018
Q2 		– Sell
-11,678
Closed -$290K – 581
2018
Q1 		$290K Hold
11,678
– – 0.02% 444
2017
Q4 		$356K Sell
11,678
-663
-5% -$19.3K 0.02% 397
2017
Q3 		$370K Buy
12,341
+119
+1% +$3.62K 0.03% 386
2017
Q2 		$2.34M Buy
12,222
+446
+4% +$13.3K 0.2% 99
2017
Q1 		$348K Buy
+11,776
New +$340K 0.03% 306

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

Cerity Partners's WMB Position: Q2 2026 in Review

Cerity Partners reduced its Williams Companies (WMB) stake by 5.9% in Q2 2026, selling an estimated $1.04M and leaving 226,578 shares worth $16.8M. The position accounts for 0.02% of the portfolio, ranked #540.

Cerity Partners first reported a position in WMB in Q1 2017 and has held it in 26 quarters since. The position peaked at $19.8M in Q4 2025. 1,830 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Cerity Partners held 226,578 shares of Williams Companies worth $16.8M as of Q2 2026.
  • Cerity Partners sold 14,194 Williams Companies shares in Q2 2026, an estimated $1.04M.
  • Williams Companies made up 0.02% of Cerity Partners's portfolio in Q2 2026, its #540 holding.
  • Cerity Partners first reported a position in Williams Companies in Q1 2017 and has held it in 26 quarters since.
  • Cerity Partners's Williams Companies position peaked at $19.8M in Q4 2025.
  • 1,830 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.