Compass Wealth Management’s Williams Companies WMB Stock Holding History

Compass 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	$4.98M	Sell	68,448 -900	-1%	-$62.3K	1.23%	31
2025 Q4	$4.17M	Sell	69,348 -625	-0.9%	-$37.8K	1.04%	38
2025 Q3	$4.43M	Sell	69,973 -1,260	-2%	-$73.9K	0.99%	38
2025 Q2	$4.47M	Sell	71,233 -17,108	-19%	-$1.01M	1.07%	37
2025 Q1	$5.28M	Sell	88,341 -17,333	-16%	-$992K	1.35%	22
2024 Q4	$5.72M	Sell	105,674 -9,500	-8%	-$512K	1.38%	19
2024 Q3	$5.26M	Sell	115,174 -4,950	-4%	-$218K	1.24%	28
2024 Q2	$5.11M	Sell	120,124 -275	-0.2%	-$11K	1.26%	25
2024 Q1	$4.69M	Sell	120,399 -911	-0.8%	-$32.4K	1.17%	31
2023 Q4	$4.23M	Sell	121,310 -1,251	-1%	-$43.9K	1.18%	27
2023 Q3	$4.13M	Sell	122,561 -957	-0.8%	-$32.7K	1.3%	26
2023 Q2	$4.03M	Buy	123,518 +14,350	+13%	+$431K	1.22%	29
2023 Q1	$3.26M	Buy	109,168 +19,300	+21%	+$596K	1.04%	35
2022 Q4	$2.96M	Buy	+89,868	New	+$2.93M	0.97%	36

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

Compass Wealth Management's WMB Position: Q1 2026 in Review

Compass Wealth Management reduced its Williams Companies (WMB) stake by 1.3% in Q1 2026, selling an estimated $62.3K and leaving 68,448 shares worth $4.98M. The position accounts for 1.23% of the portfolio, ranked #31.

Compass Wealth Management first reported a position in WMB in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.72M in Q4 2024. 1,808 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Compass Wealth Management held 68,448 shares of Williams Companies worth $4.98M as of Q1 2026.
Compass Wealth Management sold 900 Williams Companies shares in Q1 2026, an estimated $62.3K.
Williams Companies made up 1.23% of Compass Wealth Management's portfolio in Q1 2026, its #31 holding.
Compass Wealth Management first reported a position in Williams Companies in Q4 2022 and has held it in 14 quarters since.
Compass Wealth Management's Williams Companies position peaked at $5.72M in Q4 2024.
1,808 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Compass Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.