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Certuity’s Williams Companies WMB Stock Holding History

Certuity’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 		$244K Sell
3,354
-1,255
-27% -$86.9K 0.02% 526
2025
Q4 		$277K Sell
4,609
-330
-7% -$20K 0.02% 441
2025
Q3 		$313K Buy
4,939
+1,280
+35% +$75.1K 0.02% 379
2025
Q2 		$230K Buy
3,659
+41
+1% +$2.42K 0.02% 362
2025
Q1 		$216K Sell
3,618
-1,023
-22% -$58.6K 0.02% 358
2024
Q4 		$251K Sell
4,641
-380
-8% -$20.5K 0.03% 292
2024
Q3 		$229K Sell
5,021
-511
-9% -$22.5K 0.02% 312
2024
Q2 		$235K Buy
5,532
+156
+3% +$6.26K 0.02% 305
2024
Q1 		$210K Sell
5,376
-577
-10% -$20.5K 0.02% 303
2023
Q4 		$207K Buy
+5,953
New +$209K 0.02% 316
2022
Q2 		– Sell
-18,606
Closed -$622K – 307
2022
Q1 		$622K Buy
18,606
+1,595
+9% +$48.7K 0.13% 110
2021
Q4 		$443K Sell
17,011
-72
-0.4% -$1.99K 0.1% 146
2021
Q3 		$443K Buy
17,083
+942
+6% +$23.7K 0.09% 180
2021
Q2 		$429K Buy
16,141
+3,239
+25% +$82.9K 0.1% 157
2021
Q1 		$306K Buy
+12,902
New +$293K 0.08% 200

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

Certuity's WMB Position: Q1 2026 in Review

Certuity reduced its Williams Companies (WMB) stake by 27% in Q1 2026, selling an estimated $86.9K and leaving 3,354 shares worth $244K. The position accounts for 0.02% of the portfolio, ranked #526.

Certuity first reported a position in WMB in Q1 2021 and has held it in 15 quarters since. The position peaked at $622K in Q1 2022. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Certuity held 3,354 shares of Williams Companies worth $244K as of Q1 2026.
  • Certuity sold 1,255 Williams Companies shares in Q1 2026, an estimated $86.9K.
  • Williams Companies made up 0.02% of Certuity's portfolio in Q1 2026, its #526 holding.
  • Certuity first reported a position in Williams Companies in Q1 2021 and has held it in 15 quarters since.
  • Certuity's Williams Companies position peaked at $622K in Q1 2022.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Certuity's 13F filing for Q1 2026, filed 11 May 2026.