Clear Creek Financial Management’s Williams Companies WMB Stock Holding History

Clear Creek Financial 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	$961K	Sell	13,209 -14	-0.1%	-$969	0.07%	263
2025 Q4	$795K	Buy	13,223 +730	+6%	+$44.1K	0.06%	277
2025 Q3	$791K	Sell	12,493 -1,017	-8%	-$59.7K	0.07%	272
2025 Q2	$849K	Buy	13,510 +48	+0.4%	+$2.83K	0.08%	249
2025 Q1	$804K	Buy	13,462 +1,029	+8%	+$58.9K	0.08%	225
2024 Q4	$673K	Buy	12,433 +381	+3%	+$20.5K	0.07%	241
2024 Q3	$550K	Sell	12,052 -49	-0.4%	-$2.15K	0.06%	252
2024 Q2	$514K	Sell	12,101 -1,426	-11%	-$57.2K	0.06%	250
2024 Q1	$527K	Buy	13,527 +746	+6%	+$26.5K	0.07%	240
2023 Q4	$445K	Sell	12,781 -2,006	-14%	-$70.4K	0.07%	211
2023 Q3	$498K	Buy	14,787 +343	+2%	+$11.7K	0.09%	167
2023 Q2	$471K	Buy	14,444 +10	+0.1%	+$300	0.08%	184
2023 Q1	$431K	Buy	14,434 +1,783	+14%	+$55.1K	0.08%	179
2022 Q4	$416K	Buy	12,651 +5,517	+77%	+$180K	0.09%	168
2022 Q3	$204K	Sell	7,134 -3,651	-34%	-$119K	0.05%	258
2022 Q2	$337K	Buy	+10,785	New	+$372K	0.07%	199

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

Clear Creek Financial Management's WMB Position: Q1 2026 in Review

Clear Creek Financial Management reduced its Williams Companies (WMB) stake by 0.11% in Q1 2026, selling an estimated $969 and leaving 13,209 shares worth $961K. The position accounts for 0.07% of the portfolio, ranked #263.

Clear Creek Financial Management first reported a position in WMB in Q2 2022 and has held it in 16 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Clear Creek Financial Management held 13,209 shares of Williams Companies worth $961K as of Q1 2026.
Clear Creek Financial Management sold 14 Williams Companies shares in Q1 2026, an estimated $969.
Williams Companies made up 0.07% of Clear Creek Financial Management's portfolio in Q1 2026, its #263 holding.
Clear Creek Financial Management first reported a position in Williams Companies in Q2 2022 and has held it in 16 quarters since.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Clear Creek Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.