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CLA (CliftonLarsonAllen) Wealth Advisors’s Williams Companies WMB Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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 		$823K Sell
11,070
-2,747
-20% -$202K 0.01% 210
2026
Q1 		$1.01M Sell
13,817
-891
-6% -$61.7K 0.01% 178
2025
Q4 		$884K Buy
+14,708
New +$889K 0.01% 168

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

CLA (CliftonLarsonAllen) Wealth Advisors's WMB Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors reduced its Williams Companies (WMB) stake by 20% in Q2 2026, selling an estimated $202K and leaving 11,070 shares worth $823K. The position accounts for 0.01% of the portfolio, ranked #210.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in WMB in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.01M in Q1 2026. 1,827 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 11,070 shares of Williams Companies worth $823K as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 2,747 Williams Companies shares in Q2 2026, an estimated $202K.
  • Williams Companies made up 0.01% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #210 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Williams Companies in Q4 2025 and has held it in 3 quarters since.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Williams Companies position peaked at $1.01M in Q1 2026.
  • 1,827 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.