CBT
WMB icon

CoreFirst Bank & Trust’s Williams Companies WMB Stock Holding History

CoreFirst Bank & Trust’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 		$149K Sell
2,054
-82
-4% -$5.68K 0.08% 135
2025
Q4 		$128K Hold
2,136
– – 0.07% 140
2025
Q3 		$135K Hold
2,136
– – 0.07% 140
2025
Q2 		$134K Buy
+2,136
New +$126K 0.08% 139
2025
Q1 		– Sell
-2,136
Closed -$116K – 343
2024
Q4 		$116K Hold
2,136
– – 0.07% 142
2024
Q3 		$97.5K Buy
+2,136
New +$93.9K 0.06% 163
2024
Q2 		– Sell
-2,136
Closed -$83.2K – 346
2024
Q1 		$83.2K Hold
2,136
– – 0.05% 182
2023
Q4 		$74.4K Sell
2,136
-215
-9% -$7.54K 0.05% 190
2023
Q3 		$79.2K Buy
2,351
+215
+10% +$7.34K 0.06% 188
2023
Q2 		$69.7K Hold
2,136
– – 0.05% 195
2023
Q1 		$63.8K Hold
2,136
– – 0.05% 204
2022
Q4 		$70.3K Hold
2,136
– – 0.05% 207
2022
Q3 		$61K Hold
2,136
– – 0.05% 201
2022
Q2 		$67K Hold
2,136
– – 0.05% 189
2022
Q1 		$71K Hold
2,136
– – 0.05% 209
2021
Q4 		$56K Sell
2,136
-2,558
-54% -$70.7K 0.04% 246
2021
Q3 		$122K Sell
4,694
-1,217
-21% -$30.6K 0.08% 168
2021
Q2 		$157K Hold
5,911
– – 0.11% 150
2021
Q1 		$140K Hold
5,911
– – 0.1% 152
2020
Q4 		$119K Buy
+5,911
New +$120K 0.09% 151

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

CoreFirst Bank & Trust's WMB Position: Q1 2026 in Review

CoreFirst Bank & Trust reduced its Williams Companies (WMB) stake by 3.8% in Q1 2026, selling an estimated $5.68K and leaving 2,054 shares worth $149K. The position accounts for 0.08% of the portfolio, ranked #135.

CoreFirst Bank & Trust first reported a position in WMB in Q4 2020 and has held it in 20 quarters since. The position peaked at $157K in Q2 2021. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • CoreFirst Bank & Trust held 2,054 shares of Williams Companies worth $149K as of Q1 2026.
  • CoreFirst Bank & Trust sold 82 Williams Companies shares in Q1 2026, an estimated $5.68K.
  • Williams Companies made up 0.08% of CoreFirst Bank & Trust's portfolio in Q1 2026, its #135 holding.
  • CoreFirst Bank & Trust first reported a position in Williams Companies in Q4 2020 and has held it in 20 quarters since.
  • CoreFirst Bank & Trust's Williams Companies position peaked at $157K in Q2 2021.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on CoreFirst Bank & Trust's 13F filing for Q1 2026, filed 3 Jun 2026.