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Cetera Trust Company’s Williams Companies WMB Stock Holding History

Cetera Trust Company’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 		$159K Hold
2,191
– – 0.09% 178
2025
Q4 		$132K Hold
2,191
– – 0.07% 184
2025
Q3 		$139K Hold
2,191
– – 0.08% 192
2025
Q2 		$138K Hold
2,191
– – 0.08% 188
2025
Q1 		$131K Hold
2,191
– – 0.08% 184
2024
Q4 		$119K Sell
2,191
-244
-10% -$13.1K 0.08% 192
2024
Q3 		$111K Hold
2,435
– – 0.07% 202
2024
Q2 		$103K Hold
2,435
– – 0.07% 203
2024
Q1 		$94.9K Hold
2,435
– – 0.06% 207
2023
Q4 		$84.8K Buy
+2,435
New +$85.5K 0.05% 209

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

Cetera Trust Company's WMB Position: Q1 2026 in Review

Cetera Trust Company held its Williams Companies (WMB) position steady in Q1 2026 at 2,191 shares worth $159K. The position accounts for 0.09% of the portfolio, ranked #178.

Cetera Trust Company first reported a position in WMB in Q4 2023 and has held it in 10 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Cetera Trust Company held 2,191 shares of Williams Companies worth $159K as of Q1 2026.
  • Cetera Trust Company left its Williams Companies share count unchanged in Q1 2026.
  • Williams Companies made up 0.09% of Cetera Trust Company's portfolio in Q1 2026, its #178 holding.
  • Cetera Trust Company first reported a position in Williams Companies in Q4 2023 and has held it in 10 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Cetera Trust Company's 13F filing for Q1 2026, filed 8 May 2026.