CWG
WMB icon

Cornerstone Wealth Group’s Williams Companies WMB Stock Holding History

Cornerstone Wealth 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
Q1 		$12.8M Buy
181,125
+2,060
+1% +$143K 0.82% 26
2025
Q4 		$10.8M Buy
179,065
+3,281
+2% +$198K 0.74% 34
2025
Q3 		$11.1M Buy
175,784
+4,343
+3% +$255K 0.75% 31
2025
Q2 		$10.8M Buy
171,441
+2,116
+1% +$125K 0.81% 27
2025
Q1 		$10.1M Sell
169,325
-16,595
-9% -$950K 0.84% 32
2024
Q4 		$10.1M Buy
185,920
+83,429
+81% +$4.5M 0.82% 29
2024
Q3 		$4.68M Buy
102,491
+27,118
+36% +$1.19M 0.39% 69
2024
Q2 		$3.2M Buy
+75,373
New +$3.02M 0.28% 86

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

Cornerstone Wealth Group's WMB Position: Q1 2026 in Review

Cornerstone Wealth Group increased its Williams Companies (WMB) stake by 1.2% in Q1 2026, buying an estimated $143K and bringing the position to 181,125 shares worth $12.8M. The position accounts for 0.82% of the portfolio, ranked #26.

Cornerstone Wealth Group first reported a position in WMB in Q2 2024 and has held it in 8 quarters since. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Cornerstone Wealth Group held 181,125 shares of Williams Companies worth $12.8M as of Q1 2026.
  • Cornerstone Wealth Group bought 2,060 Williams Companies shares in Q1 2026, an estimated $143K.
  • Williams Companies made up 0.82% of Cornerstone Wealth Group's portfolio in Q1 2026, its #26 holding.
  • Cornerstone Wealth Group first reported a position in Williams Companies in Q2 2024 and has held it in 8 quarters since.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.