CreativeOne Wealth’s Williams Companies WMB Stock Holding History

CreativeOne Wealth’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	$4.4M	Buy	59,242 +3,093	+6%	+$228K	0.1%	193
2026 Q1	$4.09M	Buy	56,149 +10,425	+23%	+$722K	0.09%	203
2025 Q4	$2.75M	Buy	45,724 +3,224	+8%	+$195K	0.07%	268
2025 Q3	$2.69M	Buy	42,500 +5,575	+15%	+$327K	0.07%	275
2025 Q2	$2.32M	Buy	36,925 +4,837	+15%	+$286K	0.06%	303
2025 Q1	$1.92M	Sell	32,088 -6,275	-16%	-$359K	0.06%	314
2024 Q4	$2.08M	Buy	38,363 +13,448	+54%	+$725K	0.06%	284
2024 Q3	$1.14M	Buy	24,915 +12,647	+103%	+$556K	0.04%	399
2024 Q2	$521K	Buy	12,268 +1,055	+9%	+$42.3K	0.03%	465
2024 Q1	$437K	Buy	+11,213	New	+$398K	0.02%	603
2023 Q3	–	Sell	-9,583	Closed	-$313K	–	832
2023 Q2	$313K	Sell	9,583 -568	-6%	-$17K	0.01%	634
2023 Q1	$303K	Buy	10,151 +777	+8%	+$24K	0.02%	633
2022 Q4	$308K	Buy	+9,374	New	+$305K	0.02%	563
2022 Q3	–	Sell	-6,835	Closed	-$213K	–	776
2022 Q2	$213K	Sell	6,835 -1,208	-15%	-$41.7K	0.01%	660
2022 Q1	$269K	Buy	+8,043	New	+$246K	0.01%	614
2021 Q4	–	Sell	-8,147	Closed	-$211K	–	799
2021 Q3	$211K	Buy	+8,147	New	+$205K	0.01%	651

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

CreativeOne Wealth's WMB Position: Q2 2026 in Review

CreativeOne Wealth increased its Williams Companies (WMB) stake by 5.5% in Q2 2026, buying an estimated $228K and bringing the position to 59,242 shares worth $4.4M. The position accounts for 0.1% of the portfolio, ranked #193.

CreativeOne Wealth first reported a position in WMB in Q3 2021 and has held it in 16 quarters since. 1,833 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

CreativeOne Wealth held 59,242 shares of Williams Companies worth $4.4M as of Q2 2026.
CreativeOne Wealth bought 3,093 Williams Companies shares in Q2 2026, an estimated $228K.
Williams Companies made up 0.1% of CreativeOne Wealth's portfolio in Q2 2026, its #193 holding.
CreativeOne Wealth first reported a position in Williams Companies in Q3 2021 and has held it in 16 quarters since.
1,833 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.