CWM
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Cordatus Wealth Management’s Williams Companies WMB Stock Holding History

Cordatus 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 		– Sell
-13,568
Closed -$815K – 197
2025
Q4 		$815K Buy
13,568
+66
+0.5% +$3.99K 0.19% 89
2025
Q3 		$855K Buy
13,502
+64
+0.5% +$3.76K 0.2% 83
2025
Q2 		$844K Sell
13,438
-25
-0.2% -$1.48K 0.21% 85
2025
Q1 		$804K Buy
+13,463
New +$771K 0.22% 82

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

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

Cordatus Wealth Management sold out of Williams Companies (WMB) in Q1 2026, closing a stake of 13,568 shares — an estimated $815K sold.

Cordatus Wealth Management first reported a position in WMB in Q1 2025 and held it in 4 quarters. The position peaked at $855K in Q3 2025. 1,819 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Cordatus Wealth Management reported no remaining Williams Companies position as of Q1 2026 after selling out during the quarter.
  • Cordatus Wealth Management sold 13,568 Williams Companies shares in Q1 2026, an estimated $815K.
  • Cordatus Wealth Management first reported a position in Williams Companies in Q1 2025 and held it in 4 quarters.
  • Cordatus Wealth Management's Williams Companies position peaked at $855K in Q3 2025.
  • 1,819 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Cordatus Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.