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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
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
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

CreativeOne Wealth's WMB Position: Q1 2026 in Review

CreativeOne Wealth increased its Williams Companies (WMB) stake by 23% in Q1 2026, buying an estimated $722K and bringing the position to 56,149 shares worth $4.09M. The position accounts for 0.09% of the portfolio, ranked #203.

CreativeOne Wealth first reported a position in WMB in Q3 2021 and has held it in 15 quarters since. 1,808 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • CreativeOne Wealth held 56,149 shares of Williams Companies worth $4.09M as of Q1 2026.
  • CreativeOne Wealth bought 10,425 Williams Companies shares in Q1 2026, an estimated $722K.
  • Williams Companies made up 0.09% of CreativeOne Wealth's portfolio in Q1 2026, its #203 holding.
  • CreativeOne Wealth first reported a position in Williams Companies in Q3 2021 and has held it in 15 quarters since.
  • 1,808 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.