Cornerstone Wealth Management’s Williams Companies WMB Stock Holding History

Cornerstone Wealth Management’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	$359K	Sell	4,835 -255	-5%	-$18.8K	0.02%	557
2026 Q1	$370K	Buy	5,090 +985	+24%	+$68.2K	0.02%	520
2025 Q4	$247K	Buy	4,105 +339	+9%	+$20.5K	0.01%	597
2025 Q3	$239K	Buy	3,766 +399	+12%	+$23.4K	0.01%	595
2025 Q2	$211K	Sell	3,367 -10	-0.3%	-$590	0.01%	602
2025 Q1	$202K	Buy	+3,377	New	+$193K	0.01%	577
2023 Q2	–	Sell	-7,588	Closed	-$227K	–	525
2023 Q1	$227K	Buy	+7,588	New	+$234K	0.02%	421
2022 Q3	$209K	Buy	7,305 +532	+8%	+$17.3K	0.02%	414
2022 Q2	$211K	Sell	6,773 -183	-3%	-$6.32K	0.02%	418
2022 Q1	$232K	Sell	6,956 -2,616	-27%	-$79.9K	0.02%	421
2021 Q4	$248K	Buy	+9,572	New	+$265K	0.02%	443

Other funds holding WMB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cornerstone Wealth Management's WMB Position: Q2 2026 in Review

Cornerstone Wealth Management reduced its Williams Companies (WMB) stake by 5% in Q2 2026, selling an estimated $18.8K and leaving 4,835 shares worth $359K. The position accounts for 0.02% of the portfolio, ranked #557.

Cornerstone Wealth Management first reported a position in WMB in Q4 2021 and has held it in 11 quarters since. The position peaked at $370K in Q1 2026. 1,830 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Cornerstone Wealth Management held 4,835 shares of Williams Companies worth $359K as of Q2 2026.
Cornerstone Wealth Management sold 255 Williams Companies shares in Q2 2026, an estimated $18.8K.
Williams Companies made up 0.02% of Cornerstone Wealth Management's portfolio in Q2 2026, its #557 holding.
Cornerstone Wealth Management first reported a position in Williams Companies in Q4 2021 and has held it in 11 quarters since.
Cornerstone Wealth Management's Williams Companies position peaked at $370K in Q1 2026.
1,830 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.