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
Q2 		$79M Buy
1,062,982
+87,740
+9% +$6.46M 0.11% 175
2026
Q1 		$69.9M Sell
975,242
-148,139
-13% -$10.3M 0.1% 186
2025
Q4 		$67.5M Buy
1,123,381
+408,117
+57% +$24.7M 0.09% 199
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 $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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Corient Private Wealth's WMB Position: Q2 2026 in Review

Corient Private Wealth increased its Williams Companies (WMB) stake by 9% in Q2 2026, buying an estimated $6.46M and bringing the position to 1,062,982 shares worth $79M. The position accounts for 0.11% of the portfolio, ranked #175.

Corient Private Wealth first reported a position in WMB in Q4 2022 and has held it in 15 quarters since. 1,831 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Corient Private Wealth held 1,062,982 shares of Williams Companies worth $79M as of Q2 2026.
  • Corient Private Wealth bought 87,740 Williams Companies shares in Q2 2026, an estimated $6.46M.
  • Williams Companies made up 0.11% of Corient Private Wealth's portfolio in Q2 2026, its #175 holding.
  • Corient Private Wealth first reported a position in Williams Companies in Q4 2022 and has held it in 15 quarters since.
  • 1,831 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.