Clifford Swan Investment Counsel’s Williams Companies WMB Stock Holding History

Clifford Swan Investment Counsel’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	$343K	Buy	4,714 +550	+13%	+$38.1K	0.01%	255
2025 Q4	$250K	Hold	4,164	–	–	0.01%	293
2025 Q3	$264K	Sell	4,164 -4	-0.1%	-$235	0.01%	289
2025 Q2	$262K	Buy	4,168 +4	+0.1%	+$236	0.01%	280
2025 Q1	$249K	Hold	4,164	–	–	0.01%	287
2024 Q4	$225K	Buy	+4,164	New	+$224K	0.01%	296

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

Clifford Swan Investment Counsel's WMB Position: Q1 2026 in Review

Clifford Swan Investment Counsel increased its Williams Companies (WMB) stake by 13% in Q1 2026, buying an estimated $38.1K and bringing the position to 4,714 shares worth $343K. The position accounts for 0.01% of the portfolio, ranked #255.

Clifford Swan Investment Counsel first reported a position in WMB in Q4 2024 and has held it in 6 quarters since. 1,810 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Clifford Swan Investment Counsel held 4,714 shares of Williams Companies worth $343K as of Q1 2026.
Clifford Swan Investment Counsel bought 550 Williams Companies shares in Q1 2026, an estimated $38.1K.
Williams Companies made up 0.01% of Clifford Swan Investment Counsel's portfolio in Q1 2026, its #255 holding.
Clifford Swan Investment Counsel first reported a position in Williams Companies in Q4 2024 and has held it in 6 quarters since.
1,810 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q1 2026, filed 6 May 2026.