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Crestwood Advisors Group’s Williams Companies WMB Stock Holding History

Crestwood Advisors Group’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 		$15.9M Buy
214,426
+1,213
+0.6% +$89.3K 0.24% 80
2026
Q1 		$15.5M Sell
213,213
-627
-0.3% -$43.4K 0.26% 78
2025
Q4 		$12.9M Sell
213,840
-1,089
-0.5% -$65.8K 0.21% 88
2025
Q3 		$13.6M Sell
214,929
-4,345
-2% -$255K 0.23% 83
2025
Q2 		$13.8M Sell
219,274
-1,953
-0.9% -$115K 0.25% 85
2025
Q1 		$13.2M Buy
221,227
+684
+0.3% +$39.2K 0.25% 82
2024
Q4 		$11.9M Sell
220,543
-2,611
-1% -$141K 0.22% 84
2024
Q3 		$10.2M Sell
223,154
-7,954
-3% -$350K 0.19% 93
2024
Q2 		$9.82M Buy
231,108
+4,615
+2% +$185K 0.2% 89
2024
Q1 		$8.83M Sell
226,493
-2,628
-1% -$93.4K 0.19% 92
2023
Q4 		$7.98M Sell
229,121
-6,603
-3% -$232K 0.19% 95
2023
Q3 		$7.94M Sell
235,724
-15,151
-6% -$517K 0.21% 88
2023
Q2 		$8.19M Sell
250,875
-222,086
-47% -$6.67M 0.26% 68
2023
Q1 		$14.1M Sell
472,961
-34,449
-7% -$1.06M 0.47% 62
2022
Q4 		$16.7M Buy
507,410
+1,829
+0.4% +$59.5K 0.57% 57
2022
Q3 		$14.5M Buy
505,581
+3,170
+0.6% +$103K 0.51% 62
2022
Q2 		$15.7M Sell
502,411
-2,335
-0.5% -$80.6K 0.53% 61
2022
Q1 		$16.9M Sell
504,746
-959
-0.2% -$29.3K 0.47% 59
2021
Q4 		$13.2M Buy
505,705
+9,275
+2% +$256K 0.34% 66
2021
Q3 		$12.9M Buy
496,430
+26,195
+6% +$660K 0.36% 69
2021
Q2 		$12.5M Sell
470,235
-129
-0% -$3.3K 0.36% 71
2021
Q1 		$11.1M Buy
470,364
+9,049
+2% +$206K 0.35% 73
2020
Q4 		$9.25M Sell
461,315
-24,637
-5% -$499K 0.3% 76
2020
Q3 		$9.55M Buy
485,952
+1,115
+0.2% +$22.7K 0.36% 73
2020
Q2 		$9.22M Buy
484,837
+22,100
+5% +$411K 0.37% 73
2020
Q1 		$6.55M Buy
462,737
+20,355
+5% +$394K 0.32% 78
2019
Q4 		$10.5M Buy
442,382
+195,665
+79% +$4.48M 0.42% 67
2019
Q3 		$5.94M Buy
246,717
+7,150
+3% +$180K 0.26% 85
2019
Q2 		$6.72M Buy
+239,567
New +$6.66M 0.3% 79
2017
Q2 		– Sell
-500
Closed -$15K – 435
2017
Q1 		$15K Buy
+500
New +$14.5K ﹤0.01% 405

Other funds holding WMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Crestwood Advisors Group's WMB Position: Q2 2026 in Review

Crestwood Advisors Group increased its Williams Companies (WMB) stake by 0.57% in Q2 2026, buying an estimated $89.3K and bringing the position to 214,426 shares worth $15.9M. The position accounts for 0.24% of the portfolio, ranked #80.

Crestwood Advisors Group first reported a position in WMB in Q1 2017 and has held it in 30 quarters since. The position peaked at $16.9M in Q1 2022. 1,828 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Crestwood Advisors Group held 214,426 shares of Williams Companies worth $15.9M as of Q2 2026.
  • Crestwood Advisors Group bought 1,213 Williams Companies shares in Q2 2026, an estimated $89.3K.
  • Williams Companies made up 0.24% of Crestwood Advisors Group's portfolio in Q2 2026, its #80 holding.
  • Crestwood Advisors Group first reported a position in Williams Companies in Q1 2017 and has held it in 30 quarters since.
  • Crestwood Advisors Group's Williams Companies position peaked at $16.9M in Q1 2022.
  • 1,828 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.