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Cresset Asset Management’s Williams Companies WMB Stock Holding History

Cresset Asset 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
Q1 		$5.72M Buy
78,566
+14,310
+22% +$991K 0.02% 345
2025
Q4 		$3.86M Buy
64,256
+5,248
+9% +$317K 0.02% 411
2025
Q3 		$3.74M Buy
59,008
+1,696
+3% +$99.5K 0.02% 405
2025
Q2 		$3.6M Sell
57,312
-56,274
-50% -$3.32M 0.02% 385
2025
Q1 		$6.79M Sell
113,586
-1,407
-1% -$80.5K 0.03% 302
2024
Q4 		$6.22M Sell
114,993
-48,828
-30% -$2.63M 0.03% 312
2024
Q3 		$7.48M Buy
163,821
+3,841
+2% +$169K 0.03% 374
2024
Q2 		$6.8M Buy
159,980
+437
+0.3% +$17.5K 0.03% 366
2024
Q1 		$6.22M Sell
159,543
-6,181
-4% -$220K 0.03% 341
2023
Q4 		$5.77M Sell
165,724
-7,169
-4% -$252K 0.03% 306
2023
Q3 		$5.82M Buy
172,893
+7,166
+4% +$245K 0.02% 299
2023
Q2 		$5.41M Buy
165,727
+49,360
+42% +$1.48M 0.01% 394
2023
Q1 		$3.47M Buy
116,367
+42,265
+57% +$1.31M 0.07% 163
2022
Q4 		$2.41M Sell
74,102
-30,630
-29% -$997K 0.03% 183
2022
Q3 		$3M Sell
104,732
-5,546
-5% -$181K 0.04% 171
2022
Q2 		$3.34M Sell
110,278
-12,001
-10% -$414K 0.04% 161
2022
Q1 		$4.09M Buy
122,279
+26,278
+27% +$803K 0.04% 146
2021
Q4 		$2.5M Buy
96,001
+12,271
+15% +$339K 0.02% 260
2021
Q3 		$2.17M Buy
83,730
+37,500
+81% +$944K 0.03% 214
2021
Q2 		$1.23M Buy
46,230
+11,276
+32% +$289K 0.02% 305
2021
Q1 		$829K Buy
34,954
+24,235
+226% +$551K 0.01% 342
2020
Q4 		$215K Sell
10,719
-4,582
-30% -$92.9K ﹤0.01% 690
2020
Q3 		$301K Buy
15,301
+1,395
+10% +$28.4K 0.01% 511
2020
Q2 		$264K Sell
13,906
-57,410
-81% -$1.07M 0.01% 511
2020
Q1 		$1.01M Sell
71,316
-42,179
-37% -$817K 0.03% 190
2019
Q4 		$2.69M Sell
113,495
-5,344
-4% -$122K 0.07% 112
2019
Q3 		$2.86M Buy
118,839
+1,222
+1% +$30.8K 0.09% 107
2019
Q2 		$3.3M Buy
117,617
+113,541
+2,786% +$3.16M 0.1% 91
2019
Q1 		$117K Sell
4,076
-1,068
-21% -$28.6K ﹤0.01% 507
2018
Q4 		$113K Buy
+5,144
New +$129K 0.01% 300

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

Cresset Asset Management's WMB Position: Q1 2026 in Review

Cresset Asset Management increased its Williams Companies (WMB) stake by 22% in Q1 2026, buying an estimated $991K and bringing the position to 78,566 shares worth $5.72M. The position accounts for 0.02% of the portfolio, ranked #345.

Cresset Asset Management first reported a position in WMB in Q4 2018 and has held it in 30 quarters since. The position peaked at $7.48M in Q3 2024. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • Cresset Asset Management held 78,566 shares of Williams Companies worth $5.72M as of Q1 2026.
  • Cresset Asset Management bought 14,310 Williams Companies shares in Q1 2026, an estimated $991K.
  • Williams Companies made up 0.02% of Cresset Asset Management's portfolio in Q1 2026, its #345 holding.
  • Cresset Asset Management first reported a position in Williams Companies in Q4 2018 and has held it in 30 quarters since.
  • Cresset Asset Management's Williams Companies position peaked at $7.48M in Q3 2024.
  • 1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.