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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
Q2 		$12.8M Sell
171,662
-9,463
-5% -$696K 0.76% 28
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 $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 Wealth Group's WMB Position: Q2 2026 in Review

Cornerstone Wealth Group reduced its Williams Companies (WMB) stake by 5.2% in Q2 2026, selling an estimated $696K and leaving 171,662 shares worth $12.8M. The position accounts for 0.76% of the portfolio, ranked #28.

Cornerstone Wealth Group first reported a position in WMB in Q2 2024 and has held it in 9 quarters since. 1,830 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Cornerstone Wealth Group held 171,662 shares of Williams Companies worth $12.8M as of Q2 2026.
  • Cornerstone Wealth Group sold 9,463 Williams Companies shares in Q2 2026, an estimated $696K.
  • Williams Companies made up 0.76% of Cornerstone Wealth Group's portfolio in Q2 2026, its #28 holding.
  • Cornerstone Wealth Group first reported a position in Williams Companies in Q2 2024 and has held it in 9 quarters since.
  • 1,830 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.