Dakota Wealth Management’s Williams Companies WMB Stock Holding History

Dakota Wealth 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	$542K	Sell	7,447 -12,316	-62%	-$853K	0.01%	526
2025 Q4	$1.19M	Buy	19,763 +761	+4%	+$46K	0.02%	371
2025 Q3	$1.2M	Sell	19,002 -60,169	-76%	-$3.53M	0.02%	327
2025 Q2	$4.97M	Buy	79,171 +59,338	+299%	+$3.5M	0.1%	159
2025 Q1	$1.19M	Sell	19,833 -997	-5%	-$57.1K	0.03%	347
2024 Q4	$1.13M	Sell	20,830 -4,570	-18%	-$246K	0.03%	336
2024 Q3	$1.16M	Sell	25,400 -1,041	-4%	-$45.8K	0.03%	344
2024 Q2	$1.12M	Sell	26,441 -207	-0.8%	-$8.3K	0.03%	345
2024 Q1	$1.04M	Buy	+26,648	New	+$947K	0.03%	361

Other funds holding WMB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dakota Wealth Management's WMB Position: Q1 2026 in Review

Dakota Wealth Management reduced its Williams Companies (WMB) stake by 62% in Q1 2026, selling an estimated $853K and leaving 7,447 shares worth $542K. The position accounts for 0.01% of the portfolio, ranked #526.

Dakota Wealth Management first reported a position in WMB in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.97M in Q2 2025. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

Dakota Wealth Management held 7,447 shares of Williams Companies worth $542K as of Q1 2026.
Dakota Wealth Management sold 12,316 Williams Companies shares in Q1 2026, an estimated $853K.
Williams Companies made up 0.01% of Dakota Wealth Management's portfolio in Q1 2026, its #526 holding.
Dakota Wealth Management first reported a position in Williams Companies in Q1 2024 and has held it in 9 quarters since.
Dakota Wealth Management's Williams Companies position peaked at $4.97M in Q2 2025.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.