CAS
WMB icon

Coppell Advisory Solutions’s Williams Companies WMB Stock Holding History

Coppell Advisory Solutions’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
-6,431
Closed -$387K – 374
2025
Q4 		$387K Buy
6,431
+630
+11% +$38.1K 0.04% 291
2025
Q3 		$371K Buy
5,801
+602
+12% +$35.3K 0.04% 298
2025
Q2 		$326K Buy
5,199
+637
+14% +$37.6K 0.04% 289
2025
Q1 		$272K Buy
4,562
+3,766
+473% +$216K 0.04% 276
2024
Q4 		$43.1K Buy
796
+26
+3% +$1.4K 0.01% 632
2024
Q3 		$34.8K Hold
770
– – 0.01% 671
2024
Q2 		$32.7K Buy
+770
New +$30.9K 0.01% 612
2023
Q4 		$90.2K Buy
2,589
+2,483
+2,342% +$87.1K 0.02% 380
2023
Q3 		$3.49K Sell
106
-352
-77% -$12K ﹤0.01% 779
2023
Q2 		$14.9K Buy
+458
New +$13.7K ﹤0.01% 618
2023
Q1 		– Sell
-106
Closed -$3.49K – 1088
2022
Q4 		$3.49K Buy
+106
New +$3.45K ﹤0.01% 782

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

Coppell Advisory Solutions's WMB Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of Williams Companies (WMB) in Q1 2026, closing a stake of 6,431 shares — an estimated $387K sold.

Coppell Advisory Solutions first reported a position in WMB in Q4 2022 and held it in 11 quarters. The position peaked at $387K in Q4 2025. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Coppell Advisory Solutions reported no remaining Williams Companies position as of Q1 2026 after selling out during the quarter.
  • Coppell Advisory Solutions sold 6,431 Williams Companies shares in Q1 2026, an estimated $387K.
  • Coppell Advisory Solutions first reported a position in Williams Companies in Q4 2022 and held it in 11 quarters.
  • Coppell Advisory Solutions's Williams Companies position peaked at $387K in Q4 2025.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.