Cherry Tree Wealth Management’s Williams Companies WMB Stock Holding History

Cherry Tree 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	$837	Hold	12	–	–	﹤0.01%	544
2025 Q4	$692	Hold	12	–	–	﹤0.01%	558
2025 Q3	$729	Hold	12	–	–	﹤0.01%	553
2025 Q2	$723	Sell	12 -105	-90%	-$6.2K	﹤0.01%	570
2025 Q1	$6.96K	Buy	117 +105	+875%	+$6.01K	﹤0.01%	485
2024 Q4	$623	Hold	12	–	–	﹤0.01%	599
2024 Q3	$525	Hold	12	–	–	﹤0.01%	589
2024 Q2	$489	Hold	12	–	–	﹤0.01%	572
2024 Q1	$449	Hold	12	–	–	﹤0.01%	574
2023 Q4	$401	Hold	12	–	–	﹤0.01%	573
2023 Q3	$388	Hold	12	–	–	﹤0.01%	564
2023 Q2	$376	Buy	+12	New	+$360	﹤0.01%	574

Other funds holding WMB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cherry Tree Wealth Management's WMB Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Williams Companies (WMB) position steady in Q1 2026 at 12 shares worth $837. The position accounts for ﹤0.01% of the portfolio, ranked #544.

Cherry Tree Wealth Management first reported a position in WMB in Q2 2023 and has held it in 12 quarters since. The position peaked at $6.96K in Q1 2025. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Cherry Tree Wealth Management held 12 shares of Williams Companies worth $837 as of Q1 2026.
Cherry Tree Wealth Management left its Williams Companies share count unchanged in Q1 2026.
Williams Companies made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #544 holding.
Cherry Tree Wealth Management first reported a position in Williams Companies in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's Williams Companies position peaked at $6.96K in Q1 2025.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.