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Corient IA’s Williams Companies WMB Stock Holding History

Corient IA’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 		$258K Sell
3,540
-460
-12% -$31.8K 0.24% 164
2025
Q4 		$240K Hold
4,000
– – 0.23% 179
2025
Q3 		$253K Hold
4,000
– – 0.19% 205
2025
Q2 		$251K Hold
4,000
– – 0.15% 253
2025
Q1 		$239K Buy
+4,000
New +$229K 0.17% 247

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

Corient IA's WMB Position: Q1 2026 in Review

Corient IA reduced its Williams Companies (WMB) stake by 12% in Q1 2026, selling an estimated $31.8K and leaving 3,540 shares worth $258K. The position accounts for 0.24% of the portfolio, ranked #164.

Corient IA first reported a position in WMB in Q1 2025 and has held it in 5 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Corient IA held 3,540 shares of Williams Companies worth $258K as of Q1 2026.
  • Corient IA sold 460 Williams Companies shares in Q1 2026, an estimated $31.8K.
  • Williams Companies made up 0.24% of Corient IA's portfolio in Q1 2026, its #164 holding.
  • Corient IA first reported a position in Williams Companies in Q1 2025 and has held it in 5 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Corient IA's 13F filing for Q1 2026, filed 14 May 2026.