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Clearstead Advisors’s Williams Companies WMB Stock Holding History

Clearstead 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
Q1 		$1.74M Buy
23,857
+7,216
+43% +$500K 0.02% 395
2025
Q4 		$1M Buy
16,641
+1,776
+12% +$107K 0.01% 478
2025
Q3 		$942K Buy
14,865
+320
+2% +$18.8K 0.01% 485
2025
Q2 		$914K Buy
14,545
+2,964
+26% +$175K 0.01% 469
2025
Q1 		$692K Sell
11,581
-779
-6% -$44.6K 0.01% 493
2024
Q4 		$669K Buy
12,360
+266
+2% +$14.3K 0.01% 495
2024
Q3 		$552K Buy
12,094
+230
+2% +$10.1K 0.01% 547
2024
Q2 		$504K Buy
11,864
+9,433
+388% +$378K 0.01% 535
2024
Q1 		$96.4K Sell
2,431
-188
-7% -$6.68K ﹤0.01% 615
2023
Q4 		$91.2K Sell
2,619
-2,581
-50% -$90.6K ﹤0.01% 604
2023
Q3 		$175K Buy
5,200
+4,303
+480% +$147K 0.01% 598
2023
Q2 		$29.3K Buy
897
+573
+177% +$17.2K ﹤0.01% 835
2023
Q1 		$9.68K Sell
324
-98
-23% -$3.03K ﹤0.01% 954
2022
Q4 		$13.9K Sell
422
-609
-59% -$19.8K ﹤0.01% 866
2022
Q3 		$30K Buy
1,031
+104
+11% +$3.39K ﹤0.01% 703
2022
Q2 		$29K Buy
927
+92
+11% +$3.18K ﹤0.01% 730
2022
Q1 		$28K Buy
+835
New +$25.5K ﹤0.01% 793
2021
Q3 		– Sell
-106
Closed -$3K – 1407
2021
Q2 		$3K Buy
+106
New +$2.71K ﹤0.01% 995
2019
Q3 		– Sell
-8,112
Closed -$227K – 276
2019
Q2 		$227K Sell
8,112
-2,550
-24% -$70.9K 0.03% 251
2019
Q1 		$306K Buy
10,662
+938
+10% +$25.1K 0.04% 207
2018
Q4 		$214K Buy
+9,724
New +$243K 0.03% 234

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

Clearstead Advisors's WMB Position: Q1 2026 in Review

Clearstead Advisors increased its Williams Companies (WMB) stake by 43% in Q1 2026, buying an estimated $500K and bringing the position to 23,857 shares worth $1.74M. The position accounts for 0.02% of the portfolio, ranked #395.

Clearstead Advisors first reported a position in WMB in Q4 2018 and has held it in 21 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Clearstead Advisors held 23,857 shares of Williams Companies worth $1.74M as of Q1 2026.
  • Clearstead Advisors bought 7,216 Williams Companies shares in Q1 2026, an estimated $500K.
  • Williams Companies made up 0.02% of Clearstead Advisors's portfolio in Q1 2026, its #395 holding.
  • Clearstead Advisors first reported a position in Williams Companies in Q4 2018 and has held it in 21 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.