CPC
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Consolidated Planning Corp’s Williams Companies WMB Stock Holding History

Consolidated Planning Corp’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 		– Sell
-120,692
Closed -$7.25M – 218
2025
Q4 		$7.25M Sell
120,692
-2,072
-2% -$125K 0.73% 39
2025
Q3 		$7.78M Buy
122,764
+8,444
+7% +$496K 0.82% 31
2025
Q2 		$7.18M Buy
114,320
+1,749
+2% +$103K 0.9% 35
2025
Q1 		$6.73M Buy
112,571
+7,236
+7% +$414K 0.93% 32
2024
Q4 		$5.7M Buy
105,335
+1,691
+2% +$91.1K 0.78% 42
2024
Q3 		$4.73M Buy
103,644
+8,344
+9% +$367K 0.7% 51
2024
Q2 		$4.05M Buy
+95,300
New +$3.82M 0.67% 50
2021
Q4 		– Sell
-8
Closed – – 458
2021
Q3 		$0 Buy
+8
New +$201 ﹤0.01% 500

Other funds holding WMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Consolidated Planning Corp's WMB Position: Q1 2026 in Review

Consolidated Planning Corp sold out of Williams Companies (WMB) in Q1 2026, closing a stake of 120,692 shares — an estimated $7.25M sold.

Consolidated Planning Corp first reported a position in WMB in Q3 2021 and held it in 8 quarters. The position peaked at $7.78M in Q3 2025. 1,819 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Consolidated Planning Corp reported no remaining Williams Companies position as of Q1 2026 after selling out during the quarter.
  • Consolidated Planning Corp sold 120,692 Williams Companies shares in Q1 2026, an estimated $7.25M.
  • Consolidated Planning Corp first reported a position in Williams Companies in Q3 2021 and held it in 8 quarters.
  • Consolidated Planning Corp's Williams Companies position peaked at $7.78M in Q3 2025.
  • 1,819 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Consolidated Planning Corp's 13F filing for Q1 2026, filed 16 Apr 2026.