Comprehensive Money Management Services’s Williams Companies WMB Stock Holding History

Comprehensive Money Management Services’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	$1.15M	Sell	15,738 -193	-1%	-$13.4K	0.75%	42
2025 Q4	$958K	Sell	15,931 -199	-1%	-$12K	0.66%	51
2025 Q3	$1.02M	Sell	16,130 -1,189	-7%	-$69.8K	0.72%	46
2025 Q2	$1.09M	Sell	17,319 -74	-0.4%	-$4.37K	0.83%	35
2025 Q1	$1.04M	Sell	17,393 -199	-1%	-$11.4K	0.84%	34
2024 Q4	$952K	Buy	+17,592	New	+$948K	0.79%	41

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

Comprehensive Money Management Services's WMB Position: Q1 2026 in Review

Comprehensive Money Management Services reduced its Williams Companies (WMB) stake by 1.2% in Q1 2026, selling an estimated $13.4K and leaving 15,738 shares worth $1.15M. The position accounts for 0.75% of the portfolio, ranked #42.

Comprehensive Money Management Services first reported a position in WMB in Q4 2024 and has held it in 6 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Comprehensive Money Management Services held 15,738 shares of Williams Companies worth $1.15M as of Q1 2026.
Comprehensive Money Management Services sold 193 Williams Companies shares in Q1 2026, an estimated $13.4K.
Williams Companies made up 0.75% of Comprehensive Money Management Services's portfolio in Q1 2026, its #42 holding.
Comprehensive Money Management Services first reported a position in Williams Companies in Q4 2024 and has held it in 6 quarters since.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Comprehensive Money Management Services's 13F filing for Q1 2026, filed 23 Apr 2026.