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Cornerstone Planning Group’s Williams Companies WMB Stock Holding History

Cornerstone Planning Group’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 		$37.8K Buy
508
+28
+6% +$2.06K ﹤0.01% 474
2026
Q1 		$36.5K Buy
480
+243
+103% +$16.8K ﹤0.01% 486
2025
Q4 		$15.9K Buy
237
+149
+169% +$9.01K ﹤0.01% 647
2025
Q3 		$27.9K Sell
88
-75
-46% -$4.4K ﹤0.01% 482
2025
Q2 		$9.62K Buy
163
+38
+30% +$2.24K ﹤0.01% 568
2025
Q1 		$7.31K Buy
125
+45
+56% +$2.58K ﹤0.01% 636
2024
Q4 		$4.36K Buy
80
+6
+8% +$323 ﹤0.01% 612
2024
Q3 		$3.84K Buy
74
+22
+42% +$967 ﹤0.01% 632
2024
Q2 		$2.15K Buy
52
+27
+108% +$1.08K ﹤0.01% 753
2024
Q1 		$967 Buy
+25
New +$888 ﹤0.01% 788

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

Cornerstone Planning Group's WMB Position: Q2 2026 in Review

Cornerstone Planning Group increased its Williams Companies (WMB) stake by 5.8% in Q2 2026, buying an estimated $2.06K and bringing the position to 508 shares worth $37.8K. The position accounts for ﹤0.01% of the portfolio, ranked #474.

Cornerstone Planning Group first reported a position in WMB in Q1 2024 and has held it in 10 quarters since. 1,835 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Cornerstone Planning Group held 508 shares of Williams Companies worth $37.8K as of Q2 2026.
  • Cornerstone Planning Group bought 28 Williams Companies shares in Q2 2026, an estimated $2.06K.
  • Williams Companies made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #474 holding.
  • Cornerstone Planning Group first reported a position in Williams Companies in Q1 2024 and has held it in 10 quarters since.
  • 1,835 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.