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CVA Family Office’s Williams Companies WMB Stock Holding History

CVA Family Office’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 		$191K Buy
2,624
+755
+40% +$52.3K 0.02% 332
2025
Q4 		$112K Sell
1,869
-75
-4% -$4.54K 0.01% 395
2025
Q3 		$123K Sell
1,944
-51
-3% -$2.99K 0.02% 379
2025
Q2 		$125K Sell
1,995
-94
-4% -$5.55K 0.02% 368
2025
Q1 		$125K Buy
2,089
+259
+14% +$14.8K 0.02% 363
2024
Q4 		$99K Buy
1,830
+252
+16% +$13.6K 0.02% 388
2024
Q3 		$72K Buy
1,578
+249
+19% +$10.9K 0.01% 439
2024
Q2 		$56.5K Buy
1,329
+20
+2% +$802 0.01% 468
2024
Q1 		$51K Sell
1,309
-186
-12% -$6.61K 0.01% 495
2023
Q4 		$52.1K Buy
+1,495
New +$52.5K 0.01% 463
2023
Q3 		– Sell
-1,590
Closed -$51.9K – 958
2023
Q2 		$51.9K Sell
1,590
-80
-5% -$2.4K 0.01% 441
2023
Q1 		$49.9K Buy
1,670
+430
+35% +$13.3K 0.01% 445
2022
Q4 		$40.8K Sell
1,240
-170
-12% -$5.53K 0.01% 457
2022
Q3 		$40K Buy
1,410
+145
+11% +$4.72K 0.01% 419
2022
Q2 		$39K Hold
1,265
– – 0.01% 420
2022
Q1 		$42K Hold
1,265
– – 0.01% 435
2021
Q4 		$33K Buy
+1,265
New +$35K 0.01% 436
2021
Q3 		– Sell
-1,070
Closed -$28K – 890
2021
Q2 		$28K Sell
1,070
-10
-0.9% -$256 0.01% 457
2021
Q1 		$26K Buy
+1,080
New +$24.5K 0.01% 362

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

CVA Family Office's WMB Position: Q1 2026 in Review

CVA Family Office increased its Williams Companies (WMB) stake by 40% in Q1 2026, buying an estimated $52.3K and bringing the position to 2,624 shares worth $191K. The position accounts for 0.02% of the portfolio, ranked #332.

CVA Family Office first reported a position in WMB in Q1 2021 and has held it in 19 quarters since. 1,808 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

  • CVA Family Office held 2,624 shares of Williams Companies worth $191K as of Q1 2026.
  • CVA Family Office bought 755 Williams Companies shares in Q1 2026, an estimated $52.3K.
  • Williams Companies made up 0.02% of CVA Family Office's portfolio in Q1 2026, its #332 holding.
  • CVA Family Office first reported a position in Williams Companies in Q1 2021 and has held it in 19 quarters since.
  • 1,808 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.