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Creative Financial Designs’s Williams Companies WMB Stock Holding History

Creative Financial Designs’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 		$50.4K Sell
693
-98
-12% -$6.79K ﹤0.01% 893
2025
Q4 		$47.5K Sell
791
-165
-17% -$9.98K ﹤0.01% 883
2025
Q3 		$60.5K Sell
956
-437
-31% -$25.6K ﹤0.01% 792
2025
Q2 		$87.5K Buy
1,393
+447
+47% +$26.4K 0.01% 702
2025
Q1 		$56.6K Sell
946
-27
-3% -$1.55K ﹤0.01% 789
2024
Q4 		$52.7K Buy
973
+301
+45% +$16.2K ﹤0.01% 776
2024
Q3 		$30.7K Hold
672
– – ﹤0.01% 925
2024
Q2 		$28.6K Sell
672
-154
-19% -$6.18K ﹤0.01% 913
2024
Q1 		$32.2K Sell
826
-1,203
-59% -$42.7K ﹤0.01% 853
2023
Q4 		$70.7K Buy
2,029
+1,757
+646% +$61.7K 0.01% 601
2023
Q3 		$9.16K Buy
272
+107
+65% +$3.65K ﹤0.01% 1050
2023
Q2 		$5.38K Hold
165
– – ﹤0.01% 1164
2023
Q1 		$4.93K Hold
165
– – ﹤0.01% 1115
2022
Q4 		$5.43K Hold
165
– – ﹤0.01% 1022
2022
Q3 		$5K Hold
165
– – ﹤0.01% 1051
2022
Q2 		$5K Hold
165
– – ﹤0.01% 1016
2022
Q1 		$6K Hold
165
– – ﹤0.01% 1016
2021
Q4 		$4K Sell
165
-162
-50% -$4.48K ﹤0.01% 1061
2021
Q3 		$8K Hold
327
– – ﹤0.01% 1075
2021
Q2 		$9K Buy
327
+165
+102% +$4.22K ﹤0.01% 1054
2021
Q1 		$4K Hold
162
– – ﹤0.01% 1127
2020
Q4 		$3K Hold
162
– – ﹤0.01% 1096
2020
Q3 		$3K Hold
162
– – ﹤0.01% 1059
2020
Q2 		$3K Buy
+162
New +$3.02K ﹤0.01% 990
2018
Q4 		– Sell
-41
Closed -$1.02K – 767
2018
Q3 		$1K Hold
41
– – ﹤0.01% 722
2018
Q2 		$1K Buy
+41
New +$1.08K ﹤0.01% 734
2017
Q1 		– Sell
-2,008
Closed -$63K – 866
2016
Q4 		$63K Buy
+2,008
New +$60.5K 0.05% 209

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

Creative Financial Designs's WMB Position: Q1 2026 in Review

Creative Financial Designs reduced its Williams Companies (WMB) stake by 12% in Q1 2026, selling an estimated $6.79K and leaving 693 shares worth $50.4K. The position accounts for ﹤0.01% of the portfolio, ranked #893.

Creative Financial Designs first reported a position in WMB in Q4 2016 and has held it in 27 quarters since. The position peaked at $87.5K in Q2 2025. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Creative Financial Designs held 693 shares of Williams Companies worth $50.4K as of Q1 2026.
  • Creative Financial Designs sold 98 Williams Companies shares in Q1 2026, an estimated $6.79K.
  • Williams Companies made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #893 holding.
  • Creative Financial Designs first reported a position in Williams Companies in Q4 2016 and has held it in 27 quarters since.
  • Creative Financial Designs's Williams Companies position peaked at $87.5K in Q2 2025.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.