Corient Private Wealth
WMB icon

Corient Private Wealth’s Williams Companies WMB Stock Holding History

Corient Private Wealth’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 		$69.9M Sell
975,242
-1,479,097
-60% -$102M 0.1% 186
2025
Q4 		$135M Buy
2,454,339
+1,739,075
+243% +$105M 0.09% 205
2025
Q3 		$45.3M Buy
715,264
+180,489
+34% +$10.6M 0.07% 246
2025
Q2 		$33.6M Buy
534,775
+3,678
+0.7% +$217K 0.04% 295
2025
Q1 		$31.7M Sell
531,097
-31,263
-6% -$1.79M 0.05% 304
2024
Q4 		$30.1M Sell
562,360
-26,750
-5% -$1.44M 0.05% 311
2024
Q3 		$26.9M Sell
589,110
-11,953
-2% -$525K 0.04% 367
2024
Q2 		$25.5M Buy
601,063
+55,843
+10% +$2.24M 0.04% 343
2024
Q1 		$21.2M Buy
545,220
+2,555
+0.5% +$90.8K 0.04% 377
2023
Q4 		$18.9M Sell
542,665
-14,384
-3% -$505K 0.03% 395
2023
Q3 		$18.8M Buy
557,049
+21,634
+4% +$738K 0.04% 359
2023
Q2 		$17.5M Buy
535,415
+47,766
+10% +$1.43M 0.04% 372
2023
Q1 		$14.6M Buy
487,649
+37,990
+8% +$1.17M 0.04% 367
2022
Q4 		$14.8M Buy
+449,659
New +$14.6M 0.05% 305

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 Private Wealth's WMB Position: Q1 2026 in Review

Corient Private Wealth reduced its Williams Companies (WMB) stake by 60% in Q1 2026, selling an estimated $102M and leaving 975,242 shares worth $69.9M. The position accounts for 0.1% of the portfolio, ranked #186.

Corient Private Wealth first reported a position in WMB in Q4 2022 and has held it in 14 quarters since. The position peaked at $135M in Q4 2025. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Corient Private Wealth held 975,242 shares of Williams Companies worth $69.9M as of Q1 2026.
  • Corient Private Wealth sold 1,479,097 Williams Companies shares in Q1 2026, an estimated $102M.
  • Williams Companies made up 0.1% of Corient Private Wealth's portfolio in Q1 2026, its #186 holding.
  • Corient Private Wealth first reported a position in Williams Companies in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Williams Companies position peaked at $135M in Q4 2025.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.